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
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$7.16M
3
+$4.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.45M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.33M

Top Sells

1
+$19.2M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$318K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$155K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
39
577
$1K ﹤0.01%
8
578
$1K ﹤0.01%
11
579
$1K ﹤0.01%
43
580
$1K ﹤0.01%
21
581
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12
582
$0 ﹤0.01%
1
583
– –
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584
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585
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586
$0 ﹤0.01%
2
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592
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593
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595
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$0 ﹤0.01%
3
600
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