KFG

Kingdom Financial Group Portfolio holdings

AUM $349M
1-Year Est. Return 12.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.96M
3
+$2.21M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.13M

Top Sells

1
+$704K
2
+$696K
3
+$545K
4
SIXO icon
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
+$525K
5
GDEC icon
FT Vest US Equity Moderate Buffer ETF December
GDEC
+$444K

Sector Composition

1 Technology 8.54%
2 Financials 3.84%
3 Consumer Discretionary 1.94%
4 Communication Services 1.89%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.71%
+37,457
27
$1.1M 0.67%
1,499
+721
28
$1.08M 0.66%
10,765
+7,033
29
$967K 0.59%
1,580
+273
30
$897K 0.55%
+28,560
31
$742K 0.45%
30,105
+8,105
32
$722K 0.44%
14,390
+9,593
33
$708K 0.43%
6,999
+2,282
34
$707K 0.43%
14,229
+9,558
35
$689K 0.42%
+25,644
36
$683K 0.42%
20,690
-2,701
37
$674K 0.41%
+1,514
38
$659K 0.4%
11,202
+1,210
39
$654K 0.4%
13,329
+8,732
40
$639K 0.39%
5,665
+3,689
41
$636K 0.39%
+6,682
42
$625K 0.38%
7,979
-1,122
43
$586K 0.36%
7,153
+4,391
44
$586K 0.36%
+11,829
45
$581K 0.36%
3,133
+1,785
46
$558K 0.34%
1,615
-829
47
$535K 0.33%
24,455
-2,026
48
$497K 0.3%
+12,932
49
$492K 0.3%
+646
50
$487K 0.3%
11,502
-930
1
2
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