KFG
Kingdom Financial Group Portfolio holdings
AUM
$114M
This Quarter Return
+3.74%
1 Year Return
+9.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.15%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.07% |
| 2 | Healthcare | 2.15% |
| 3 | Energy | 2.03% |
| 4 | Industrials | 1.95% |
| 5 | Consumer Discretionary | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.85T
| $306K | 0.3% |
+1,066
| New | +$306K |
|
52
iShares Gold Trust Micro
IAUM
$3.57B
| $303K | 0.3% |
+15,793
| New | +$303K |
|
53
iShares Core S&P 500 ETF
IVV
$657B
| $287K | 0.28% |
+644
| New | +$287K |
|
54
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $254K | 0.25% |
+5,072
| New | +$254K |
|
55
AbbVie
ABBV
$374B
| $241K | 0.24% |
+1,788
| New | +$241K |
|
56
Eli Lilly
LLY
$659B
| $231K | 0.23% |
+493
| New | +$231K |
|
57
McDonald's
MCD
$225B
| $230K | 0.23% |
+771
| New | +$230K |
|
58
GE Aerospace
GE
$292B
| $229K | 0.22% |
+2,081
| New | +$229K |
|
59
Fidelity MSCI Industrials Index ETF
FIDU
$1.49B
| $225K | 0.22% |
+3,957
| New | +$225K |
|
60
Home Depot
HD
$404B
| $225K | 0.22% |
+723
| New | +$225K |
|
61
Broadcom
AVGO
$1.4T
| $219K | 0.21% |
+253
| New | +$219K |
|
62
Genuine Parts
GPC
$18.9B
| $219K | 0.21% |
+1,293
| New | +$219K |
|
63
Fidelity MSCI Materials Index ETF
FMAT
$439M
| $217K | 0.21% |
+4,656
| New | +$217K |
|