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
76
$463K 0.16%
6,104
-35
77
$447K 0.15%
1,659
+549
78
$446K 0.15%
2,127
-22
79
$443K 0.15%
10,823
-109
80
$442K 0.15%
3,853
-38
81
$434K 0.15%
1,758
-363
82
$422K 0.15%
2,418
+1,678
83
$420K 0.15%
5,247
-2,016
84
$419K 0.14%
1,508
+8
85
$412K 0.14%
8,388
+1,947
86
$411K 0.14%
1,303
+689
87
$409K 0.14%
+44,267
88
$402K 0.14%
859
-826
89
$402K 0.14%
350
+20
90
$402K 0.14%
3,272
+725
91
$401K 0.14%
6,038
+12
92
$390K 0.13%
2,537
+898
93
$389K 0.13%
2,663
-2
94
$387K 0.13%
1,784
+42
95
$387K 0.13%
14,343
+8,672
96
$386K 0.13%
9,812
+2,889
97
$382K 0.13%
3,215
-68
98
$381K 0.13%
1,396
+27
99
$376K 0.13%
3,223
-37
100
$373K 0.13%
+6,854
2 3
4
5 6