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
76
$439K 0.16%
8,629
+1,280
77
$434K 0.16%
3,395
+300
78
$432K 0.16%
5,719
+635
79
$431K 0.16%
12,543
+2,767
80
$422K 0.15%
14,390
+2,600
81
$422K 0.15%
7,926
+836
82
$422K 0.15%
1,215
-215
83
$420K 0.15%
2,425
+108
84
$419K 0.15%
5,347
+603
85
$417K 0.15%
4,964
+448
86
$416K 0.15%
2,153
+212
87
$416K 0.15%
2,705
+436
88
$411K 0.15%
2,369
+57
89
$404K 0.15%
13,568
+1,493
90
$402K 0.15%
2,480
+209
91
$400K 0.15%
2,617
+227
92
$399K 0.15%
2,651
+220
93
$399K 0.15%
1,516
+103
94
$388K 0.14%
3,364
+669
95
$373K 0.14%
16,193
+525
96
$372K 0.14%
8,012
+1,974
97
$366K 0.13%
3,421
+710
98
$365K 0.13%
4,834
+677
99
$364K 0.13%
6,934
+596
100
$364K 0.13%
2,309
+401
2 3
4
5 6