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
101
$423K 0.12%
9,557
+1,150
102
$409K 0.11%
5,549
-355
103
$408K 0.11%
5,142
+702
104
$403K 0.11%
8,125
+1,020
105
$403K 0.11%
1,372
+308
106
$400K 0.11%
5,131
-2,580
107
$399K 0.11%
920
+131
108
$396K 0.11%
9,617
+1,273
109
$377K 0.1%
5,061
+888
110
$376K 0.1%
4,732
+487
111
$375K 0.1%
1,718
+287
112
$373K 0.1%
4,815
+279
113
$362K 0.1%
6,441
+888
114
$361K 0.1%
1,110
+85
115
$358K 0.1%
8,882
+1,861
116
$356K 0.1%
2,547
+511
117
$343K 0.09%
2,610
+655
118
$343K 0.09%
6,465
+698
119
$342K 0.09%
10,349
+1,726
120
$336K 0.09%
1,390
+114
121
$333K 0.09%
17,754
+1,622
122
$333K 0.09%
5,872
+323
123
$332K 0.09%
924
+372
124
$330K 0.09%
3,145
-876
125
$329K 0.09%
638
+63
3 4
5
6 7