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
76
$523K 0.14%
8,878
+1,070
77
$521K 0.14%
2,149
+232
78
$508K 0.14%
3,371
+549
79
$507K 0.14%
45,307
+3,001
80
$506K 0.14%
1,500
+517
81
$503K 0.14%
3,739
+431
82
$500K 0.14%
1,369
+161
83
$487K 0.13%
9,120
+582
84
$483K 0.13%
10,932
+1,676
85
$479K 0.13%
40,156
+12,229
86
$477K 0.13%
6,026
-123
87
$476K 0.13%
3,420
+200
88
$472K 0.13%
7,608
+241
89
$469K 0.13%
8,267
+199
90
$460K 0.13%
2,266
+278
91
$460K 0.13%
1,042
+35
92
$459K 0.13%
3,260
+514
93
$453K 0.13%
330
+75
94
$448K 0.12%
9,370
+2,191
95
$447K 0.12%
19,234
+4,951
96
$444K 0.12%
27,303
+4,451
97
$440K 0.12%
2,665
+258
98
$434K 0.12%
3,283
+29
99
$428K 0.12%
9,344
+608
100
$424K 0.12%
1,742
+330
2 3
4
5 6