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
1
$56.5M 15.6%
634,569
+79,074
2
$35M 9.68%
344,024
+34,318
3
$31M 8.56%
486,969
+53,910
4
$31M 8.55%
68,228
+6,131
5
$27.8M 7.66%
552,051
+21,768
6
$24.8M 6.84%
757,221
+93,888
7
$22.4M 6.19%
716,363
+43,791
8
$18.7M 5.16%
507,385
+30,012
9
$6.54M 1.81%
133,000
10
$2.61M 0.72%
40,804
+4,553
11
$2.43M 0.67%
7,882
+734
12
$2.04M 0.56%
14,620
+1,660
13
$1.88M 0.52%
22,725
+1,329
14
$1.83M 0.51%
30,366
+3,740
15
$1.72M 0.47%
7,737
+1,290
16
$1.54M 0.42%
41,810
+415
17
$1.43M 0.4%
87,048
+14,336
18
$1.38M 0.38%
40,440
+5,140
19
$1.36M 0.38%
27,091
+3,070
20
$1.35M 0.37%
2,657
+134
21
$1.2M 0.33%
14,213
+919
22
$1.15M 0.32%
3,603
+349
23
$1.11M 0.31%
10,233
+1,826
24
$1.07M 0.3%
39,402
+4,564
25
$1.05M 0.29%
21,691
+1,794
1
2 3 4 5