KFP

KB Financial Partners Portfolio holdings

AUM $350M
1-Year Est. Return 19%
This Fund
S&P 500
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
151
$219K 0.08%
10,550
-3,010
152
$216K 0.08%
2,482
-698
153
$213K 0.08%
14,571
+1,738
154
$211K 0.08%
804
+141
155
$211K 0.08%
995
+157
156
$208K 0.08%
1,039
+31
157
$208K 0.08%
2,452
-71
158
$207K 0.08%
1,480
+62
159
$206K 0.08%
1,687
+307
160
$204K 0.07%
274
+27
161
$137K 0.05%
12,338
+2,948
162
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163
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164
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165
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169
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174
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7
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