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 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
CDE icon
301
Coeur Mining
CDE
$13.9B
$32.3K 0.01%
+1,809
IYW icon
302
iShares US Technology ETF
IYW
$19.1B
$31.9K 0.01%
+160
SCHM icon
303
Schwab US Mid-Cap ETF
SCHM
$12.8B
$30.7K 0.01%
+1,020
GOVT icon
304
iShares US Treasury Bond ETF
GOVT
$35.6B
$30.6K 0.01%
1,330
-76,468
BPRE
305
Bluerock Private Real Estate Fund
BPRE
$30.3K 0.01%
+2,020
XLRE icon
306
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.44B
$29.9K 0.01%
+740
SIXZ
307
AllianzIM U.S. Equity 6 Month Buffer10 May/Nov ETF
SIXZ
$52.7M
$29.8K 0.01%
+1,007
CEFZ
308
RiverNorth Active Income ETF
CEFZ
$36.6M
$29.7K 0.01%
+3,627
COMT icon
309
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$887M
$29.5K 0.01%
+1,185
STIP icon
310
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$29.3K 0.01%
+286
VMBS icon
311
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$29.2K 0.01%
+619
SPMB icon
312
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.84B
$28.3K 0.01%
+1,263
ITOT icon
313
iShares Core S&P Total US Stock Market ETF
ITOT
$80B
$27.8K 0.01%
+187
LDUR icon
314
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$27.5K 0.01%
+287
NULV icon
315
Nuveen ESG Large-Cap Value ETF
NULV
$1.89B
$27.4K 0.01%
+608
USIG icon
316
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.3B
$27.4K 0.01%
+529
SPAB icon
317
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.03B
$27.2K 0.01%
+1,057
BRK.B icon
318
Berkshire Hathaway Class B
BRK.B
$1.06T
$27.1K 0.01%
54
-914
VUSB icon
319
Vanguard Ultra-Short Bond ETF
VUSB
$7.98B
$27.1K 0.01%
+544
VGT icon
320
Vanguard Information Technology ETF
VGT
$109B
$27.1K 0.01%
+36
WTAI icon
321
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$365M
$26.6K 0.01%
+913
SIXD
322
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$30.1M
$26.4K 0.01%
+915
ATO icon
323
Atmos Energy
ATO
$30.9B
$26.4K 0.01%
+157
TMFG icon
324
Motley Fool Global Opportunities ETF
TMFG
$344M
$26.4K 0.01%
+874
IGIB icon
325
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$26K 0.01%
+483