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
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.45M
3
+$4.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.04M

Top Sells

1
+$17.6M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$287K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$966K 0.35%
5,829
+1,069
27
$951K 0.34%
34,275
-5,055
28
$913K 0.33%
3,388
+499
29
$866K 0.31%
31,507
+4,961
30
$854K 0.31%
149,910
+26,607
31
$827K 0.3%
3,785
+458
32
$813K 0.29%
5,975
33
$812K 0.29%
28,090
-9,930
34
$811K 0.29%
7,512
+1,196
35
$806K 0.29%
10,074
+2,044
36
$804K 0.29%
2,250
37
$770K 0.28%
4,713
+574
38
$757K 0.27%
12,265
+1,792
39
$756K 0.27%
9,525
+1,275
40
$743K 0.27%
76,618
+8,981
41
$741K 0.26%
6,415
+1,087
42
$724K 0.26%
14,162
-243
43
$714K 0.26%
11,498
+1,122
44
$693K 0.25%
15,933
+2,103
45
$678K 0.24%
27,529
+4,753
46
$677K 0.24%
25,406
+4,982
47
$672K 0.24%
4,982
+747
48
$671K 0.24%
8,822
+1,409
49
$660K 0.24%
24,361
+5,804
50
$659K 0.24%
1,587
+325
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