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
201
$97K 0.03%
2,037
202
$97K 0.03%
1,795
+325
203
$97K 0.03%
2,781
204
$95K 0.03%
1,673
205
$91K 0.03%
1,409
206
$89K 0.03%
948
-10
207
$88K 0.03%
2,000
208
$88K 0.03%
2,193
+75
209
$87K 0.03%
464
-84
210
$86K 0.03%
40
-6
211
$85K 0.03%
704
-148
212
$85K 0.03%
975
213
$85K 0.03%
201
-32
214
$83K 0.03%
2,063
-9
215
$80K 0.03%
6,570
-1,600
216
$79K 0.03%
241
-47
217
$79K 0.03%
284
-43
218
$78K 0.03%
1,120
-631
219
$75K 0.03%
+554
220
$74K 0.03%
303
-36
221
$72K 0.03%
399
-25
222
$72K 0.03%
335
-12
223
$71K 0.03%
327
-69
224
$70K 0.03%
519
+24
225
$70K 0.03%
353
7 8
9
10 11