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
101
$392K 0.14%
1,379
+76
102
$389K 0.14%
12,329
+1,176
103
$388K 0.14%
6,663
+1,587
104
$388K 0.14%
1,933
+314
105
$387K 0.14%
3,586
+481
106
$386K 0.14%
4,641
+112
107
$386K 0.14%
1,904
+314
108
$376K 0.13%
2,722
+927
109
$374K 0.13%
1,293
+214
110
$365K 0.13%
7,124
+1,236
111
$362K 0.13%
5,857
-181
112
$361K 0.13%
4,830
113
$352K 0.13%
3,317
+713
114
$350K 0.13%
4,928
+1,016
115
$350K 0.13%
2,105
+515
116
$344K 0.12%
1,239
+31
117
$341K 0.12%
6,840
+1,544
118
$340K 0.12%
5,628
+941
119
$338K 0.12%
145,725
+30,267
120
$333K 0.12%
11,624
+2,402
121
$331K 0.12%
2,846
+370
122
$331K 0.12%
13,322
-706,845
123
$328K 0.12%
1,557
-8
124
$320K 0.11%
8,474
125
$320K 0.11%
45,961
+9,322
3 4
5
6 7