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
$289M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$680K
3
+$634K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$613K
5
MSPRW
MSP Recovery Inc Warrant
MSPRW
+$612K

Top Sells

1
+$33.2M
2
+$9.65M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$767K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$762K

Sector Composition

1 Financials 4.68%
2 Industrials 4.5%
3 Healthcare 4.44%
4 Technology 3.87%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.08%
897
-332
152
$221K 0.08%
1,995
+1,969
153
$218K 0.08%
6,427
-81
154
$212K 0.07%
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155
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2,306
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156
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2,537
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157
$202K 0.07%
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1,768
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159
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160
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162
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164
$188K 0.07%
6,010
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165
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166
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5,894
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169
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171
$154K 0.05%
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1,656
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173
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748
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174
$144K 0.05%
6,190
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175
$144K 0.05%
3,030
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5 6
7
8 9