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
126
$287K 0.11%
5,502
+1,223
127
$281K 0.1%
5,440
+737
128
$280K 0.1%
1,276
+202
129
$277K 0.1%
802
+91
130
$277K 0.1%
2,040
+130
131
$275K 0.1%
3,504
+615
132
$272K 0.1%
5,557
+1,099
133
$272K 0.1%
15,856
+1,664
134
$272K 0.1%
10,260
+1,825
135
$270K 0.1%
5,789
+949
136
$268K 0.1%
3,253
+341
137
$267K 0.1%
4,316
+575
138
$266K 0.1%
1,686
+417
139
$266K 0.1%
3,495
+610
140
$264K 0.1%
672
+68
141
$257K 0.09%
898
+82
142
$256K 0.09%
1,226
+100
143
$253K 0.09%
4,315
-287
144
$246K 0.09%
945
+111
145
$245K 0.09%
7,667
+1,553
146
$237K 0.09%
1,255
+205
147
$228K 0.08%
882
+522
148
$225K 0.08%
830
+431
149
$224K 0.08%
3,298
-6
150
$219K 0.08%
2,545
+594
4 5
6
7 8