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
$293M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.23M
3
+$2.56M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.04M

Top Sells

1
+$8.96M
2
+$4.59M
3
+$3.65M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.74M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Consumer Discretionary 3.82%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.42%
10,150
-309
27
$1.1M 0.38%
3,372
-16
28
$1.07M 0.37%
5,919
-179
29
$1.06M 0.36%
34,275
30
$1.02M 0.35%
6,581
+1,500
31
$975K 0.33%
39,417
-1,907
32
$960K 0.33%
11,185
-1,080
33
$936K 0.32%
5,895
+66
34
$906K 0.31%
5,975
35
$903K 0.31%
6,100
-315
36
$849K 0.29%
7,140
-372
37
$844K 0.29%
1,545
-42
38
$842K 0.29%
27,770
-320
39
$840K 0.29%
2,197
-53
40
$838K 0.29%
10,530
-968
41
$833K 0.28%
4,716
+3
42
$831K 0.28%
+8,958
43
$816K 0.28%
158,989
+9,079
44
$816K 0.28%
3,775
-10
45
$796K 0.27%
9,590
+65
46
$789K 0.27%
76,832
+214
47
$788K 0.27%
8,940
-1,134
48
$768K 0.26%
13,890
-272
49
$764K 0.26%
6,749
-484
50
$758K 0.26%
9,018
-526
1
2
3 4 5