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
51
$641K 0.23%
1,362
+167
52
$634K 0.23%
5,139
+852
53
$625K 0.22%
7,233
+1,129
54
$623K 0.22%
8,814
+1,432
55
$611K 0.22%
51,623
+8,441
56
$604K 0.22%
2,906
+334
57
$601K 0.21%
44,137
+8,936
58
$600K 0.21%
7,427
+1,130
59
$586K 0.21%
4,407
+554
60
$583K 0.21%
2,669
+542
61
$581K 0.21%
4,027
+695
62
$579K 0.21%
9,652
+1,757
63
$572K 0.2%
3,424
+466
64
$566K 0.2%
3,793
+487
65
$562K 0.2%
7,173
+1,250
66
$549K 0.2%
2,048
+389
67
$544K 0.19%
6,080
+888
68
$540K 0.19%
2,022
+345
69
$528K 0.19%
2,905
+454
70
$528K 0.19%
2,811
+393
71
$515K 0.18%
5,081
72
$511K 0.18%
2,621
+297
73
$503K 0.18%
1,490
+243
74
$497K 0.18%
10,367
+1,565
75
$496K 0.18%
12,405
+1,436
1 2
3
4 5