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
201
$106K 0.04%
1,673
-177
202
$106K 0.04%
1,473
-146
203
$105K 0.04%
1,373
+1,067
204
$104K 0.04%
2,037
-292
205
$104K 0.04%
860
-25
206
$104K 0.04%
494
-36
207
$104K 0.04%
2,905
+1,330
208
$101K 0.03%
396
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209
$101K 0.03%
288
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210
$99K 0.03%
46
-1
211
$98K 0.03%
1,409
+1,379
212
$97K 0.03%
2,118
-144
213
$96K 0.03%
642
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214
$96K 0.03%
233
+67
215
$95K 0.03%
852
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216
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1,470
-3,345
217
$92K 0.03%
424
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218
$90K 0.03%
958
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219
$90K 0.03%
2,000
220
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975
221
$86K 0.03%
1,473
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222
$84K 0.03%
339
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223
$81K 0.03%
2,072
-19,619
224
$79K 0.03%
327
+99
225
$76K 0.03%
495
+48
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