KFG
Kingdom Financial Group Portfolio holdings
AUM $136M
This Quarter Return
+0.01%
1 Year Return
+5.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
-$9.91M (-7%)
Cap. Flow
-$9.16M
Cap. Flow % of AUM
-6.71%
Top 10 Holdings %Top 10 Hldgs %
74.48%
Holding
52
New
2
Increased
10
Reduced
29
Closed
7
Top Buys
| 1 | $332K | |
| 2 | $234K | |
| 3 | $217K | |
| 4 | $214K | |
| 5 | $162K |
Top Sells
| 1 | $1.78M | |
| 2 | $1.17M | |
| 3 | $748K | |
| 4 | $746K | |
| 5 | $729K |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Energy | 1.07% |
| 3 | Healthcare | 1.03% |
| 4 | Industrials | 0.77% |
| 5 | Financials | 0.49% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -2,165 | Closed | -$238K | |||
| – | – | -819 | Closed | -$331K |
