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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$896K 0.31%
14,175
-38
27
$875K 0.3%
37,683
-1,719
28
$872K 0.3%
5,231
-28
29
$866K 0.3%
5,975
30
$861K 0.3%
4,760
-101
31
$849K 0.29%
2,250
32
$831K 0.29%
2,889
-714
33
$780K 0.27%
20,855
+1,712
34
$777K 0.27%
14,405
+27
35
$742K 0.26%
36,285
+19,011
36
$735K 0.25%
4,139
-771
37
$728K 0.25%
35,201
+15,967
38
$710K 0.25%
6,316
+1,331
39
$680K 0.24%
+5,081
40
$647K 0.22%
10,473
-654
41
$634K 0.22%
18,557
+8,208
42
$634K 0.22%
+67,637
43
$627K 0.22%
7,413
+7,004
44
$625K 0.22%
7,382
+3,347
45
$614K 0.21%
3,327
-79
46
$613K 0.21%
+8,250
47
$612K 0.21%
+6,797,862
48
$612K 0.21%
26,546
-7,192
49
$601K 0.21%
1,262
+26
50
$597K 0.21%
20,424
+2,137
1
2
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