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
201
$140K 0.04%
617
+78
202
$139K 0.04%
885
-99
203
$136K 0.04%
4,300
+750
204
$133K 0.04%
1,998
-386
205
$131K 0.04%
236
+30
206
$130K 0.04%
3,867
-538
207
$130K 0.04%
1,850
-264
208
$128K 0.04%
530
-68
209
$126K 0.03%
2,781
210
$125K 0.03%
229
+120
211
$123K 0.03%
407
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212
$120K 0.03%
618
-56
213
$120K 0.03%
2,262
-355
214
$119K 0.03%
497
-17
215
$118K 0.03%
927
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216
$117K 0.03%
1,063
-164
217
$116K 0.03%
616
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218
$115K 0.03%
840
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219
$111K 0.03%
444
+1
220
$107K 0.03%
2,000
221
$105K 0.03%
975
222
$99K 0.03%
604
+18
223
$96K 0.03%
47
-2
224
$93K 0.03%
161
+132
225
$93K 0.03%
340
+3
7 8
9
10 11