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
126
$344K 0.12%
1,013
-29
127
$343K 0.12%
10,360
+7
128
$339K 0.12%
5,154
-390
129
$332K 0.11%
3,341
-245
130
$328K 0.11%
3,631
+4
131
$316K 0.11%
2,491
+18
132
$309K 0.11%
+7,577
133
$309K 0.11%
32,796
-3,545
134
$308K 0.11%
8,761
-1,014
135
$304K 0.1%
2,591
-197
136
$297K 0.1%
3,032
+245
137
$294K 0.1%
12,055
-274
138
$291K 0.1%
12,226
+333
139
$286K 0.1%
5,024
-604
140
$285K 0.1%
61,972
+10,153
141
$280K 0.1%
2,942
142
$273K 0.09%
815
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143
$264K 0.09%
5,808
-1,094
144
$264K 0.09%
7,540
-1,523
145
$263K 0.09%
9,941
-77
146
$262K 0.09%
7,559
-60
147
$254K 0.09%
6,345
-361
148
$246K 0.08%
3,196
-157
149
$243K 0.08%
38,805
-1,219
150
$238K 0.08%
935
-142
4 5
6
7 8