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
126
$329K 0.09%
4,035
+319
127
$327K 0.09%
17,905
+2,354
128
$325K 0.09%
6,923
+1,660
129
$322K 0.09%
1,235
+98
130
$320K 0.09%
27,328
+5,917
131
$319K 0.09%
1,229
+146
132
$312K 0.09%
11,440
+1,250
133
$308K 0.09%
8,816
+677
134
$307K 0.08%
1,917
+646
135
$305K 0.08%
3,597
+244
136
$303K 0.08%
7,324
+1,432
137
$302K 0.08%
34,114
+5,259
138
$302K 0.08%
4,470
+1,110
139
$298K 0.08%
10,926
+2,667
140
$296K 0.08%
10,590
+1,491
141
$296K 0.08%
4,097
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142
$295K 0.08%
5,936
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143
$293K 0.08%
1,265
+153
144
$291K 0.08%
19,534
+2,407
145
$291K 0.08%
1,503
+255
146
$291K 0.08%
710
+131
147
$289K 0.08%
1,639
+294
148
$289K 0.08%
2,535
+216
149
$288K 0.08%
7,330
+1,185
150
$287K 0.08%
2,865
-729
4 5
6
7 8