KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.51M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.82M
5
MBB icon
iShares MBS ETF
MBB
+$1.51M

Top Sells

1
+$489K
2
+$210K
3
+$203K
4
VEEV icon
Veeva Systems
VEEV
+$199K
5
MRK icon
Merck
MRK
+$196K

Sector Composition

1 Financials 4.96%
2 Technology 4.3%
3 Communication Services 3.55%
4 Healthcare 3.39%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-27
477
– –
-476
478
– –
-300
479
– –
-146
480
– –
-45
481
– –
-160
482
– –
-371
483
– –
-114
484
– –
-1,189
485
– –
-602
486
– –
-175
487
– –
-257
488
– –
-467
489
– –
-60
490
– –
-513
491
– –
-2,837
492
– –
-397
493
– –
-4,407
494
– –
-19
495
– –
-52
496
– –
-305
497
– –
-15
498
– –
-225
499
– –
-258
500
– –
-41
18 19
20
21 22