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
$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
SPDR S&P 500 ETF Trust
SPY
+$141K

Sector Composition

1 Technology 4.51%
2 Financials 4.37%
3 Industrials 4.23%
4 Healthcare 3.88%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$622K 0.17%
3,406
+322
52
$618K 0.17%
2,936
+463
53
$616K 0.17%
17,274
+3,070
54
$615K 0.17%
7,497
+268
55
$610K 0.17%
2,234
+204
56
$608K 0.17%
511
+66
57
$603K 0.17%
2,821
+182
58
$599K 0.17%
5,318
+805
59
$586K 0.16%
4,280
+744
60
$579K 0.16%
5,553
+773
61
$577K 0.16%
3,388
+388
62
$570K 0.16%
11,716
+230
63
$565K 0.16%
18,587
+2,783
64
$560K 0.15%
8,445
+8,318
65
$558K 0.15%
10,951
+401
66
$551K 0.15%
7,263
+925
67
$547K 0.15%
4,932
+417
68
$545K 0.15%
3,293
+509
69
$540K 0.15%
3,891
+634
70
$540K 0.15%
3,535
+748
71
$538K 0.15%
33,582
+1,536
72
$529K 0.15%
7,581
+1,307
73
$529K 0.15%
4,852
+809
74
$525K 0.15%
6,139
+1,106
75
$524K 0.14%
2,121
-110
1 2
3
4 5