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
$324M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Sells

1 +$4.27M
2 +$4.03M
3 +$3.38M
4
MSFT icon
Microsoft
MSFT
+$2.29M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.77M

Sector Composition

1 Technology 4.66%
2 Industrials 3.6%
3 Financials 2.02%
4 Utilities 1.68%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARM icon
476
Arm
ARM
$243B
$5.79K ﹤0.01%
+53
GFF icon
477
Griffon
GFF
$3.8B
$5.63K ﹤0.01%
+76
AUGT icon
478
AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
$35.7M
$5.6K ﹤0.01%
+157
CDW icon
479
CDW
CDW
$12.8B
$5.58K ﹤0.01%
+41
MDT icon
480
Medtronic
MDT
$97.8B
$5.57K ﹤0.01%
+58
MTB icon
481
M&T Bank
MTB
$29.9B
$5.48K ﹤0.01%
+27
ROP icon
482
Roper Technologies
ROP
$31.9B
$5.48K ﹤0.01%
+12
JPIN icon
483
JPMorgan Diversified Return International Equity ETF
JPIN
$366M
$5.38K ﹤0.01%
+79
AMAT icon
484
Applied Materials
AMAT
$350B
$5.35K ﹤0.01%
+21
AVSF icon
485
Avantis Short-Term Fixed Income ETF
AVSF
$698M
$5.25K ﹤0.01%
+112
BAC icon
486
Bank of America
BAC
$354B
$5.17K ﹤0.01%
+94
MWA icon
487
Mueller Water Products
MWA
$3.98B
$5.14K ﹤0.01%
+216
EW icon
488
Edwards Lifesciences
EW
$46.9B
$5.12K ﹤0.01%
+60
SCHW icon
489
Charles Schwab
SCHW
$159B
$5.11K ﹤0.01%
+51
CMS icon
490
CMS Energy
CMS
$22.5B
$4.99K ﹤0.01%
+71
DJT icon
491
Trump Media & Technology Group
DJT
$2.48B
$4.99K ﹤0.01%
+377
SOLS
492
Solstice Advanced Materials
SOLS
$13.8B
$4.91K ﹤0.01%
+101
PJT icon
493
PJT Partners
PJT
$4B
$4.85K ﹤0.01%
+29
NSEP
494
Innovator Growth-100 Power Buffer ETF - September
NSEP
$36.4M
$4.82K ﹤0.01%
+165
CMBS icon
495
iShares CMBS ETF
CMBS
$479M
$4.79K ﹤0.01%
97
-13,232
NJR icon
496
New Jersey Resources
NJR
$5.77B
$4.74K ﹤0.01%
+103
XHLF icon
497
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.91B
$4.72K ﹤0.01%
+94
DOCU
498
DocuSign
DOCU
$8.84B
$4.72K ﹤0.01%
+69
CALM icon
499
Cal-Maine
CALM
$3.77B
$4.58K ﹤0.01%
+58
QQQM icon
500
Invesco NASDAQ 100 ETF
QQQM
$90.3B
$4.56K ﹤0.01%
+18