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
$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
176
– –
-48
177
– –
-632
178
– –
-130
179
– –
-2,969
180
– –
-534
181
– –
-1,937
182
– –
-7
183
– –
-640
184
– –
-76
185
– –
-50
186
– –
-34
187
– –
-6
188
– –
-14
189
– –
-524
190
– –
-27
191
– –
-15
192
– –
-22
193
– –
-110
194
– –
-206
195
– –
-837
196
– –
-157
197
– –
-236
198
– –
-53
199
– –
-106
200
– –
-265
6 7
8
9 10