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
$273M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.51M
3
+$2.28M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.82M
5
MBB icon
iShares MBS ETF
MBB
+$1.51M

Top Sells

1
+$489K
2
+$210K
3
+$203K
4
VEEV icon
Veeva Systems
VEEV
+$199K
5
MRK icon
Merck
MRK
+$196K

Sector Composition

1 Financials 4.96%
2 Technology 4.3%
3 Communication Services 3.55%
4 Healthcare 3.39%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.21%
9,330
+686
52
$551K 0.2%
6,316
-97
53
$547K 0.2%
12,205
+2,011
54
$542K 0.2%
7,637
+890
55
$525K 0.19%
4,078
+223
56
$525K 0.19%
10,609
+1,591
57
$522K 0.19%
3,316
+92
58
$521K 0.19%
1,287
+12
59
$516K 0.19%
12,087
+2,496
60
$510K 0.19%
6,524
+821
61
$507K 0.19%
7,377
+1,716
62
$499K 0.18%
4,059
-251
63
$492K 0.18%
3,248
+197
64
$479K 0.18%
6,548
+1,133
65
$478K 0.18%
3,166
+704
66
$472K 0.17%
6,947
+1,408
67
$471K 0.17%
3,493
+612
68
$463K 0.17%
3,460
-60
69
$462K 0.17%
7,004
+460
70
$459K 0.17%
38,123
+6,860
71
$457K 0.17%
1,615
+153
72
$455K 0.17%
3,630
+315
73
$454K 0.17%
10,680
+2,289
74
$452K 0.17%
5,623
+749
75
$447K 0.16%
1,856
+129
1 2
3
4 5