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
1
$43.3M 15.85%
503,276
+81,660
2
$25.9M 9.48%
60,119
+4,214
3
$23.3M 8.54%
459,850
+26,020
4
$23.3M 8.53%
395,963
+59,700
5
$23M 8.42%
212,601
+13,984
6
$19.9M 7.27%
581,233
+66,633
7
$19.4M 7.12%
568,022
+21,713
8
$13.5M 4.95%
404,408
+7,932
9
$2.99M 1.09%
42,502
+5,956
10
$2.87M 1.05%
74,590
-12,690
11
$2.07M 0.76%
6,097
+695
12
$2M 0.73%
7,113
+68
13
$1.51M 0.55%
11,300
+280
14
$1.41M 0.52%
90,548
+13,976
15
$1.41M 0.52%
44,530
-3,535
16
$1.4M 0.51%
30,221
+4,224
17
$1.23M 0.45%
27,345
+1,947
18
$1.12M 0.41%
2,617
19
$1.1M 0.4%
13,414
-613
20
$1.09M 0.4%
6,660
-240
21
$1.06M 0.39%
10,358
-550
22
$1.06M 0.39%
23,481
+3,098
23
$981K 0.36%
2,512
+160
24
$949K 0.35%
14,587
+2,685
25
$935K 0.34%
5,975
1
2 3 4 5