KFG

Kingdom Financial Group Portfolio holdings

AUM $324M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$14.5M
3
+$14.3M
4
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
+$10.3M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$8.64M

Top Sells

1
+$4.27M
2
+$4.03M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$2.29M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.77M

Sector Composition

1 Technology 4.66%
2 Industrials 3.6%
3 Financials 2.01%
4 Utilities 1.68%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
226
SPDR Gold Trust
GLD
$176B
$72.1K 0.02%
+182
CAH icon
227
Cardinal Health
CAH
$51.6B
$72.1K 0.02%
+351
IEFA icon
228
iShares Core MSCI EAFE ETF
IEFA
$169B
$72.1K 0.02%
+806
LEG icon
229
Leggett & Platt
LEG
$1.39B
$66.3K 0.02%
+6,024
BITB icon
230
Bitwise Bitcoin ETF
BITB
$2.7B
$64.6K 0.02%
+1,358
ICVT icon
231
iShares Convertible Bond ETF
ICVT
$5.37B
$64.2K 0.02%
+651
SYSB
232
iShares Systematic Bond ETF
SYSB
$859M
$63K 0.02%
+702
BEN icon
233
Franklin Resources
BEN
$12.4B
$62.1K 0.02%
+2,599
GJUL icon
234
FT Vest US Equity Moderate Buffer ETF July
GJUL
$390M
$61.8K 0.02%
1,495
-4,541
AVMC icon
235
Avantis US Mid Cap Equity ETF
AVMC
$293M
$61.6K 0.02%
+872
JANT icon
236
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$65M
$61.3K 0.02%
+1,486
VNQ icon
237
Vanguard Real Estate ETF
VNQ
$35.6B
$59.1K 0.02%
+668
ADM icon
238
Archer Daniels Midland
ADM
$34.9B
$59K 0.02%
+1,027
MDY icon
239
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$58.4K 0.02%
+97
VO icon
240
Vanguard Mid-Cap ETF
VO
$91.9B
$58.3K 0.02%
+201
COST icon
241
Costco
COST
$445B
$57.3K 0.02%
+67
TROW icon
242
T. Rowe Price
TROW
$19.2B
$57.2K 0.02%
+558
FRT icon
243
Federal Realty Investment Trust
FRT
$9.09B
$56.8K 0.02%
+563
FSSL
244
FS Specialty Lending Fund
FSSL
$56.1K 0.02%
+3,970
SHM icon
245
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$55.9K 0.02%
+1,165
CRDT icon
246
Simplify Opportunistic Income ETF
CRDT
$37.1M
$55.6K 0.02%
+2,387
SWX icon
247
Southwest Gas
SWX
$6.31B
$55.6K 0.02%
+694
PEG icon
248
Public Service Enterprise Group
PEG
$41.1B
$55.5K 0.02%
+691
IJH icon
249
iShares Core S&P Mid-Cap ETF
IJH
$105B
$55.4K 0.02%
+839
SHV icon
250
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$55K 0.02%
+499
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