KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.5M
3
+$3.43M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.78M

Top Sells

1
+$625K
2
+$213K
3
+$201K
4
AAPL icon
Apple
AAPL
+$149K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$141K

Sector Composition

1 Technology 4.51%
2 Financials 4.37%
3 Industrials 4.23%
4 Healthcare 3.88%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.29%
2,199
+267
27
$1.03M 0.29%
4,661
+658
28
$1.02M 0.28%
2,250
-313
29
$992K 0.27%
5,975
-229
30
$933K 0.26%
14,378
-213
31
$919K 0.25%
1,685
+205
32
$888K 0.25%
4,749
+284
33
$880K 0.24%
5,259
+612
34
$870K 0.24%
4,910
+213
35
$826K 0.23%
1,236
+226
36
$801K 0.22%
65,666
+4,210
37
$769K 0.21%
4,720
+20
38
$764K 0.21%
4,861
+563
39
$761K 0.21%
11,795
+1,478
40
$751K 0.21%
1,680
+46
41
$741K 0.2%
19,143
+2,712
42
$735K 0.2%
33,738
+3,229
43
$729K 0.2%
15,581
+1,384
44
$685K 0.19%
18,287
+2,052
45
$669K 0.18%
4,985
+516
46
$662K 0.18%
11,127
+2,051
47
$645K 0.18%
3,696
-856
48
$641K 0.18%
10,576
+1,039
49
$631K 0.17%
22,629
+1,975
50
$628K 0.17%
11,269
+436
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