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
126
$316K 0.11%
1,042
+183
127
$313K 0.11%
10,353
+1,311
128
$312K 0.11%
27,814
+4,598
129
$311K 0.11%
5,544
+5
130
$302K 0.11%
51,819
+7,552
131
$302K 0.11%
36,341
+6,791
132
$298K 0.11%
22,362
+4,596
133
$298K 0.11%
4,468
+761
134
$297K 0.11%
3,627
+549
135
$289K 0.1%
11,893
+2,351
136
$288K 0.1%
9,775
+2,921
137
$267K 0.1%
875
+149
138
$266K 0.1%
6,902
+1,033
139
$266K 0.1%
9,063
+1,639
140
$261K 0.09%
2,942
141
$258K 0.09%
9,556
+1,452
142
$258K 0.09%
10,018
+1,933
143
$255K 0.09%
2,473
+478
144
$253K 0.09%
2,787
+437
145
$252K 0.09%
6,706
+955
146
$251K 0.09%
694
+98
147
$250K 0.09%
2,788
+452
148
$247K 0.09%
39,235
+6,753
149
$240K 0.09%
1,077
+180
150
$235K 0.08%
2,455
-325
4 5
6
7 8