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
$146M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$964K
3
+$880K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$696K
5
SIXO icon
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
+$627K

Top Sells

1
+$1.65M
2
+$746K
3
+$666K
4
AUGW icon
AllianzIM U.S. Large Cap Buffer20 Aug ETF
AUGW
+$556K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$556K

Sector Composition

1 Healthcare 1.35%
2 Technology 1.33%
3 Energy 0.89%
4 Industrials 0.68%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$551K 0.38%
5,690
-2,152
27
$526K 0.36%
11,632
-2,188
28
$522K 0.36%
1,237
-4
29
$519K 0.35%
2,367
+4
30
$436K 0.3%
3,012
31
$422K 0.29%
16,323
+7,585
32
$388K 0.26%
2,177
-9
33
$365K 0.25%
13,952
+203
34
$340K 0.23%
2,041
+3
35
$336K 0.23%
742
36
$331K 0.23%
819
-10
37
$329K 0.22%
15,490
+4,228
38
$327K 0.22%
+9,203
39
$324K 0.22%
3,187
-108
40
$304K 0.21%
3,693
+10
41
$286K 0.2%
1,194
+6
42
$275K 0.19%
2,732
-4,325
43
$258K 0.18%
1,337
+6
44
$250K 0.17%
+9,559
45
$247K 0.17%
+7,312
46
$238K 0.16%
+2,165
47
$231K 0.16%
2,649
-394
48
$211K 0.14%
4,422
-223
49
$207K 0.14%
941
-70
50
$203K 0.14%
3,953
-167
1
2
3