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
$362M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.5M
3
+$3.43M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.78M

Top Sells

1
+$625K
2
+$213K
3
+$201K
4
AAPL icon
Apple
AAPL
+$149K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$141K

Sector Composition

1 Technology 4.5%
2 Financials 4.37%
3 Industrials 4.23%
4 Healthcare 3.88%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-467
602
– –
-10
603
– –
-418
604
– –
-2
605
– –
-2
606
– –
-2
607
– –
-6
608
– –
-2,025
609
– –
-2
610
– –
-1
611
– –
-4
612
– –
-4
613
– –
-4
614
– –
-4
615
– –
-75
616
– –
-3
617
– –
-519
618
– –
-593
619
– –
-360
620
– –
-7
621
– –
-10
622
– –
-616
623
– –
-122
624
– –
-263
625
– –
-201
23 24
25
26 27