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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$795K
3
+$684K
4
WE
WeWork Inc.
WE
+$670K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$619K

Top Sells

1
+$33.4M
2
+$9.67M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$861K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$777K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+12
527
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528
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25
529
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59
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530
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531
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532
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533
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535
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537
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31
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541
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28
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548
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3
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