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
151
$282K 0.08%
2,138
+168
152
$282K 0.08%
1,376
+159
153
$280K 0.08%
19,365
+3,865
154
$279K 0.08%
2,125
+187
155
$278K 0.08%
3,298
+333
156
$268K 0.07%
547
+54
157
$264K 0.07%
889
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158
$260K 0.07%
2,281
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159
$246K 0.07%
2,739
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160
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4,714
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161
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3,800
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162
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2,352
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163
$244K 0.07%
6,508
+1,051
164
$239K 0.07%
19,441
+1,609
165
$238K 0.07%
673
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166
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167
$232K 0.06%
45,053
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168
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169
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2,190
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170
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614
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171
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4,443
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172
$218K 0.06%
5,902
+1,931
173
$207K 0.06%
6,730
-375
174
$202K 0.06%
6,580
+464
175
$201K 0.06%
3,540
-359
5 6
7
8 9