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
101
$356K 0.13%
1,818
+204
102
$350K 0.13%
8,242
+648
103
$348K 0.13%
1,717
+14
104
$341K 0.12%
4,877
+925
105
$338K 0.12%
17,683
+2,549
106
$337K 0.12%
4,182
+420
107
$332K 0.12%
241
+22
108
$330K 0.12%
5,518
+1,069
109
$329K 0.12%
1,574
+259
110
$322K 0.12%
4,756
-9
111
$322K 0.12%
1,332
112
$321K 0.12%
14,140
+2,576
113
$316K 0.12%
3,244
+808
114
$306K 0.11%
10,308
+1,951
115
$306K 0.11%
5,522
+749
116
$302K 0.11%
525
-16
117
$298K 0.11%
4,803
+282
118
$294K 0.11%
745
+78
119
$293K 0.11%
1,745
+213
120
$293K 0.11%
14,515
+2,981
121
$289K 0.11%
4,579
-3,104
122
$289K 0.11%
6,776
+1,241
123
$288K 0.11%
2,347
+442
124
$287K 0.11%
6,124
+1,995
125
$287K 0.11%
1,407
+180
3 4
5
6 7