KFG

Kingdom Financial Group Portfolio holdings

AUM $114M
1-Year Est. Return 9.05%
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.1M
3
+$981K
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$750K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$721K

Top Sells

1
+$2.11M
2
+$861K
3
+$683K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$363K

Sector Composition

1 Technology 4.38%
2 Healthcare 2.79%
3 Industrials 1.8%
4 Consumer Discretionary 1.79%
5 Energy 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$979K 0.85%
6,443
+262
27
$901K 0.79%
16,111
+1,985
28
$872K 0.76%
19,808
+6,039
29
$850K 0.74%
5,701
-664
30
$816K 0.71%
9,446
-43
31
$757K 0.66%
32,869
+6,617
32
$750K 0.65%
+15,075
33
$721K 0.63%
+7,194
34
$628K 0.55%
3,691
+1
35
$621K 0.54%
+6,220
36
$618K 0.54%
1,734
+78
37
$611K 0.53%
11,921
+2,898
38
$606K 0.53%
12,230
-820
39
$561K 0.49%
2,258
+79
40
$536K 0.47%
3,837
-527
41
$527K 0.46%
2,514
-294
42
$514K 0.45%
10,706
+2,335
43
$507K 0.44%
24,615
+2,988
44
$506K 0.44%
17,423
+2,184
45
$462K 0.4%
1,780
+90
46
$447K 0.39%
4,502
-3,406
47
$395K 0.34%
828
+190
48
$386K 0.34%
2,620
+243
49
$377K 0.33%
8,065
+2,154
50
$369K 0.32%
1,043
-19
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