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
$134M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$556K
3
+$538K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$530K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$300K

Top Sells

1
+$6.47M
2
+$468K
3
+$395K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$393K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$354K

Sector Composition

1 Healthcare 1.67%
2 Technology 1.42%
3 Energy 1.03%
4 Industrials 0.98%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$556K 0.42%
+19,279
27
$534K 0.4%
1,241
-287
28
$444K 0.33%
3,012
-743
29
$440K 0.33%
2,363
-709
30
$410K 0.31%
15,600
+363
31
$400K 0.3%
13,749
-1,987
32
$392K 0.29%
2,186
-526
33
$384K 0.29%
2,038
+3
34
$342K 0.26%
742
-100
35
$332K 0.25%
3,683
-1
36
$325K 0.24%
367
-72
37
$315K 0.24%
3,295
-1,250
38
$299K 0.22%
3,043
-250
39
$259K 0.19%
11,262
+1,255
40
$256K 0.19%
7,226
+102
41
$252K 0.19%
1,331
+8
42
$250K 0.19%
1,188
-4
43
$245K 0.18%
4,645
-261
44
$244K 0.18%
7,076
-457
45
$234K 0.18%
8,738
-1,618
46
$225K 0.17%
746
-874
47
$223K 0.17%
+1,011
48
$217K 0.16%
829
-473
49
$204K 0.15%
4,120
-1,351
50
– –
-12,694
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