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
$350M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$115K
2
+$90.1K
3
+$75.6K
4
CAT icon
Caterpillar
CAT
+$71.5K
5
MS icon
Morgan Stanley
MS
+$60.6K

Top Sells

1
+$773K
2
+$375K
3
+$323K
4
SPG icon
Simon Property Group
SPG
+$301K
5
FRG
Franchise Group, Inc.
FRG
+$236K

Sector Composition

1 Industrials 6.65%
2 Financials 6.39%
3 Technology 5.2%
4 Consumer Discretionary 5.05%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWKH icon
151
SWK Holdings
SWKH
$210M
$280K 0.08%
22,397
+166
SSNC icon
152
SS&C Technologies
SSNC
$20.9B
$256K 0.07%
4,872
+31
BAX icon
153
Baxter International
BAX
$10.3B
$253K 0.07%
6,704
-38
EEFT icon
154
Euronet Worldwide
EEFT
$3.14B
$249K 0.07%
3,141
+49
ACIW icon
155
ACI Worldwide
ACIW
$4.43B
$247K 0.07%
10,970
+54
RMD icon
156
ResMed
RMD
$37.6B
$247K 0.07%
1,673
+47
CROX icon
157
Crocs
CROX
$4.31B
$244K 0.07%
2,761
+35
ARLO icon
158
Arlo Technologies
ARLO
$1.49B
$242K 0.07%
23,481
-17
BRK.B icon
159
Berkshire Hathaway Class B
BRK.B
$1.06T
$236K 0.07%
673
-1
TRUE icon
160
TrueCar
TRUE
$188M
$232K 0.07%
112,088
+2,378
ALTG icon
161
Alta Equipment Group
ALTG
$209M
$230K 0.07%
19,078
+320
IMXI icon
162
International Money Express
IMXI
$461M
$227K 0.06%
13,426
+250
JPM icon
163
JPMorgan Chase
JPM
$842B
$198K 0.06%
1,363
-3
NOW icon
164
ServiceNow
NOW
$134B
$198K 0.06%
1,775
-150
AVGO icon
165
Broadcom
AVGO
$1.67T
$196K 0.06%
2,360
-100
ACWV icon
166
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.33B
$188K 0.05%
1,975
INSE icon
167
Inspired Entertainment
INSE
$253M
$187K 0.05%
15,654
+296
UNH icon
168
UnitedHealth
UNH
$300B
$185K 0.05%
367
-79
COP icon
169
ConocoPhillips
COP
$121B
$177K 0.05%
1,478
-56
CI icon
170
Cigna
CI
$72.7B
$157K 0.04%
548
-58
DD icon
171
DuPont de Nemours
DD
$18B
$150K 0.04%
4,809
-514
LRCX icon
172
Lam Research
LRCX
$280B
$148K 0.04%
2,360
-510
JNJ icon
173
Johnson & Johnson
JNJ
$527B
$143K 0.04%
918
-580
AMD icon
174
Advanced Micro Devices
AMD
$377B
$141K 0.04%
1,374
-18
ISRG icon
175
Intuitive Surgical
ISRG
$190B
$137K 0.04%
469
-177
5 6
7
8 9