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

Top Buys

1
+$3.79M
2
+$3.08M
3
+$2.55M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.05M

Top Sells

1
+$9.26M
2
+$4.53M
3
+$3.5M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.75M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Technology 3.81%
5 Consumer Discretionary 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
12
527
$2K ﹤0.01%
111
528
$2K ﹤0.01%
10
529
$2K ﹤0.01%
17
530
$2K ﹤0.01%
55
531
$2K ﹤0.01%
+10
532
$2K ﹤0.01%
44
533
$2K ﹤0.01%
36
534
$2K ﹤0.01%
+23
535
$2K ﹤0.01%
30
536
$2K ﹤0.01%
53
537
$2K ﹤0.01%
25
-12
538
$2K ﹤0.01%
73
539
$2K ﹤0.01%
24
540
$2K ﹤0.01%
19
-211
541
$2K ﹤0.01%
3
542
$2K ﹤0.01%
4
543
$2K ﹤0.01%
24
-28
544
$2K ﹤0.01%
31
545
$2K ﹤0.01%
15
546
$2K ﹤0.01%
+7
547
$2K ﹤0.01%
12
548
$2K ﹤0.01%
+16
549
$2K ﹤0.01%
14
550
$2K ﹤0.01%
+16
20 21
22
23 24