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
$148M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.6M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M

Top Sells

1
+$1.75M
2
+$977K
3
+$820K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$521K
5
FEBW icon
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
+$439K

Sector Composition

1 Healthcare 1.42%
2 Technology 1.17%
3 Energy 1.09%
4 Industrials 1.07%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$593K 0.4%
13,111
-879
27
$587K 0.4%
3,755
-375
28
$572K 0.39%
5,889
-5,371
29
$470K 0.32%
1,620
+9
30
$468K 0.32%
+16,356
31
$463K 0.31%
2,712
-1,146
32
$428K 0.29%
15,736
-917
33
$421K 0.28%
4,545
-358
34
$395K 0.27%
12,694
-2,423
35
$388K 0.26%
+15,237
36
$373K 0.25%
439
-36
37
$354K 0.24%
15,262
-480
38
$343K 0.23%
842
-117
39
$323K 0.22%
2,035
-598
40
$302K 0.2%
3,293
+152
41
$286K 0.19%
3,684
-266
42
$269K 0.18%
10,356
-8,666
43
$258K 0.17%
1,302
-539
44
$257K 0.17%
5,471
+313
45
$251K 0.17%
+7,533
46
$243K 0.16%
+7,124
47
$242K 0.16%
4,906
-3,004
48
$241K 0.16%
1,192
-17
49
$213K 0.14%
+10,007
50
$211K 0.14%
1,323
+7
1
2
3