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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.21%
5,923
+1,071
52
$587K 0.2%
4,235
-514
53
$579K 0.2%
10,376
-200
54
$576K 0.2%
13,830
+4,948
55
$572K 0.2%
1,195
-485
56
$565K 0.2%
6,297
+1,365
57
$549K 0.19%
5,328
+10
58
$534K 0.18%
43,182
+15,879
59
$523K 0.18%
+2,604
60
$517K 0.18%
22,776
+147
61
$517K 0.18%
3,594
+59
62
$514K 0.18%
2,958
+2,340
63
$513K 0.18%
3,306
-82
64
$513K 0.18%
4,287
+7
65
$497K 0.17%
+5,192
66
$496K 0.17%
2,324
+90
67
$485K 0.17%
3,332
-39
68
$483K 0.17%
9,513
-1,438
69
$482K 0.17%
2,451
-370
70
$480K 0.17%
8,802
-318
71
$473K 0.16%
2,572
+1,069
72
$469K 0.16%
7,895
+314
73
$468K 0.16%
10,969
-300
74
$468K 0.16%
1,247
-952
75
$463K 0.16%
4,529
+790
1 2
3
4 5