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
76
$535K 0.18%
3,260
+172
77
$532K 0.18%
11,402
+10,270
78
$532K 0.18%
50,933
+6,796
79
$516K 0.18%
2,492
-129
80
$503K 0.17%
1,816
-206
81
$496K 0.17%
1,547
+36
82
$496K 0.17%
1,426
+47
83
$492K 0.17%
5,523
-458
84
$489K 0.17%
2,349
-320
85
$488K 0.17%
10,725
-486
86
$487K 0.17%
5,522
-558
87
$482K 0.16%
3,709
+987
88
$482K 0.16%
20,203
-2,159
89
$482K 0.16%
3,967
-440
90
$477K 0.16%
3,188
-282
91
$477K 0.16%
11,318
-2,489
92
$477K 0.16%
3,147
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93
$474K 0.16%
2,211
-68
94
$474K 0.16%
1,938
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95
$470K 0.16%
11,006
-1,399
96
$470K 0.16%
10,251
-181
97
$468K 0.16%
7,126
+2
98
$461K 0.16%
1,149
+16
99
$461K 0.16%
1,887
-17
100
$455K 0.16%
11,870
+73
2 3
4
5 6