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
101
$453K 0.15%
6,698
-142
102
$445K 0.15%
1,690
-261
103
$442K 0.15%
5,607
-746
104
$442K 0.15%
13,608
-2,789
105
$437K 0.15%
11,080
-691
106
$435K 0.15%
5,773
+943
107
$433K 0.15%
2,069
-837
108
$430K 0.15%
1,610
-146
109
$428K 0.15%
8,838
-1,116
110
$415K 0.14%
3,544
-1,097
111
$414K 0.14%
44,759
-1,202
112
$411K 0.14%
2,114
-126
113
$408K 0.14%
8,171
-1,356
114
$401K 0.14%
2,751
-252
115
$400K 0.14%
135,480
-10,245
116
$398K 0.14%
1,202
-37
117
$395K 0.13%
5,765
-898
118
$386K 0.13%
5,360
+432
119
$386K 0.13%
5,815
-42
120
$371K 0.13%
1,285
-8
121
$371K 0.13%
11,881
+257
122
$366K 0.13%
6,399
+3,082
123
$360K 0.12%
4,479
+11
124
$360K 0.12%
1,949
-156
125
$345K 0.12%
2,659
-187
3 4
5
6 7