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
$293M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.23M
3
+$2.56M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.24M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.04M

Top Sells

1
+$8.96M
2
+$4.59M
3
+$3.65M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.74M
5
NLSN
Nielsen Holdings plc
NLSN
+$1.18M

Sector Composition

1 Financials 5.75%
2 Healthcare 5.27%
3 Industrials 5.14%
4 Consumer Discretionary 3.82%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.1M 18.15%
698,128
-22,806
2
$28.5M 9.72%
74,086
-1,891
3
$27.7M 9.46%
459,114
-76,010
4
$23.8M 8.12%
825,925
-126,682
5
$18.7M 6.39%
373,085
-23,275
6
$16.3M 5.57%
471,477
-33,209
7
$4.13M 1.41%
84,090
8
$3.86M 1.32%
+25,427
9
$3.23M 1.1%
+52,315
10
$2.56M 0.87%
+26,372
11
$2.39M 0.82%
37,215
+784
12
$2.24M 0.76%
+15,844
13
$2.16M 0.74%
28,987
+139
14
$2.12M 0.72%
10,049
+9,696
15
$1.85M 0.63%
+27,381
16
$1.73M 0.59%
7,232
-661
17
$1.72M 0.59%
33,517
-2,028
18
$1.57M 0.54%
2,958
-74
19
$1.48M 0.51%
+45,785
20
$1.43M 0.49%
6,897
-812
21
$1.43M 0.49%
31,068
-2,703
22
$1.42M 0.49%
78,632
-1,380
23
$1.37M 0.47%
12,377
-804
24
$1.35M 0.46%
16,228
-842
25
$1.32M 0.45%
14,856
-1,060
1
2 3 4 5