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
$293M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.23M
3
+$2.56M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.04M

Top Sells

1
+$8.96M
2
+$4.59M
3
+$3.65M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.74M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Consumer Discretionary 3.82%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$742K 0.25%
1,360
-2
52
$738K 0.25%
8,130
-692
53
$735K 0.25%
4,978
-4
54
$731K 0.25%
3,410
-14
55
$725K 0.25%
23,399
-2,007
56
$722K 0.25%
27,745
+216
57
$704K 0.24%
49,600
-2,023
58
$688K 0.23%
16,209
+276
59
$680K 0.23%
4,795
-344
60
$680K 0.23%
8,897
+83
61
$660K 0.23%
4,053
+26
62
$659K 0.23%
9,797
+145
63
$634K 0.22%
2,875
-30
64
$627K 0.21%
22,368
-1,993
65
$619K 0.21%
2,063
+15
66
$611K 0.21%
423
67
$608K 0.21%
3,673
-120
68
$575K 0.2%
3,631
-113
69
$572K 0.2%
6,450
-723
70
$564K 0.19%
3,854
+5
71
$558K 0.19%
2,803
-8
72
$557K 0.19%
1,393
-97
73
$543K 0.19%
11,390
-1,015
74
$539K 0.18%
10,467
+100
75
$538K 0.18%
6,919
-508
1 2
3
4 5