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
526
$2K ﹤0.01%
27
527
$2K ﹤0.01%
45
528
$2K ﹤0.01%
24
529
$2K ﹤0.01%
3
530
$2K ﹤0.01%
19
531
$2K ﹤0.01%
22
532
$2K ﹤0.01%
+187
533
$2K ﹤0.01%
9
534
$2K ﹤0.01%
31
535
$2K ﹤0.01%
15
536
$2K ﹤0.01%
+12
537
$2K ﹤0.01%
24
538
$2K ﹤0.01%
14
539
$2K ﹤0.01%
+15
540
$2K ﹤0.01%
7
541
$2K ﹤0.01%
14
542
$2K ﹤0.01%
+18
543
$2K ﹤0.01%
224
544
$2K ﹤0.01%
100
545
$1K ﹤0.01%
108
546
$1K ﹤0.01%
21
547
$1K ﹤0.01%
12
548
$1K ﹤0.01%
17
549
$1K ﹤0.01%
140
550
$1K ﹤0.01%
10
20 21
22
23 24