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
$114M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$3.08M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$967K
5
UNH icon
UnitedHealth
UNH
+$766K

Top Sells

1
+$10.4M
2
+$9.9M
3
+$8.37M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.29M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$8.03M

Sector Composition

1 Technology 3.97%
2 Financials 3.47%
3 Communication Services 1.16%
4 Healthcare 0.85%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$583K 0.51%
26,481
-4,119
27
$575K 0.5%
+11,640
28
$574K 0.5%
+778
29
$556K 0.49%
+11,392
30
$545K 0.48%
15,598
-9,880
31
$543K 0.47%
+22,000
32
$525K 0.46%
15,852
+3,595
33
$517K 0.45%
+17,693
34
$515K 0.45%
+2,923
35
$497K 0.43%
+9,788
36
$495K 0.43%
+12,432
37
$477K 0.42%
+4,717
38
$444K 0.39%
12,623
+5,551
39
$410K 0.36%
+1,485
40
$375K 0.33%
+3,732
41
$343K 0.3%
25,439
+9,068
42
$280K 0.25%
+454
43
$249K 0.22%
+9,850
44
$240K 0.21%
+4,797
45
$237K 0.21%
+1,335
46
$232K 0.2%
+4,671
47
$230K 0.2%
+9,050
48
$224K 0.2%
+4,597
49
$223K 0.19%
+1,018
50
$214K 0.19%
+2,762
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