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
76
$485K 0.17%
16,397
+2,054
77
$484K 0.17%
3,849
+577
78
$474K 0.17%
+10,432
79
$462K 0.17%
3,658
+64
80
$459K 0.16%
9,954
+1,566
81
$459K 0.16%
423
+73
82
$456K 0.16%
12,405
+1,582
83
$453K 0.16%
1,133
+193
84
$452K 0.16%
1,756
+248
85
$450K 0.16%
13,807
+1,893
86
$450K 0.16%
1,951
+193
87
$447K 0.16%
11,771
+2,258
88
$446K 0.16%
6,353
+1,106
89
$435K 0.16%
6,797,862
90
$434K 0.16%
3,003
+466
91
$430K 0.15%
3,088
+425
92
$422K 0.15%
3,470
+255
93
$422K 0.15%
1,511
+115
94
$422K 0.15%
2,279
+557
95
$419K 0.15%
3,744
+521
96
$412K 0.15%
2,240
+456
97
$403K 0.14%
5,981
+944
98
$401K 0.14%
9,527
+1,049
99
$399K 0.14%
11,797
+1,985
100
$394K 0.14%
11,211
+2,020
2 3
4
5 6