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
576
$1K ﹤0.01%
+49
577
$1K ﹤0.01%
+161
578
$1K ﹤0.01%
39
579
$1K ﹤0.01%
44
-72
580
$1K ﹤0.01%
9
581
$1K ﹤0.01%
+83
582
– –
-112
583
– –
-14
584
– –
-198,996
585
$0 ﹤0.01%
3
586
– –
-1,424
587
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-3
588
$0 ﹤0.01%
2
-1
589
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591
$0 ﹤0.01%
1
592
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-8
593
$0 ﹤0.01%
11
594
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-56
595
– –
-3,703
596
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597
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598
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599
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600
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-31
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