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
$280M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$6.45M
3
+$4.35M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.1M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.04M

Top Sells

1
+$17.6M
2
+$16.5M
3
+$361K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$287K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$140K

Sector Composition

1 Healthcare 8.28%
2 Financials 5.58%
3 Industrials 5.38%
4 Technology 4.25%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$145K 0.05%
6,857
+667
177
$142K 0.05%
14,886
+2,692
178
$133K 0.05%
1,579
+51
179
$132K 0.05%
279
180
$132K 0.05%
3,026
-4
181
$125K 0.04%
4,150
-500
182
$124K 0.04%
1,641
-15
183
$120K 0.04%
79,467
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184
$117K 0.04%
301
-41
185
$116K 0.04%
2,026
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186
$115K 0.04%
478
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187
$114K 0.04%
1,414
188
$113K 0.04%
1,862
189
$112K 0.04%
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190
$111K 0.04%
3,408
191
$111K 0.04%
494
192
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193
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194
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195
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196
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197
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1,232
-382
198
$99K 0.04%
604
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199
$99K 0.04%
1,473
200
$99K 0.04%
1,261
+1,105
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