KFG

Kingdom Financial Group Portfolio holdings

AUM $114M
1-Year Est. Return 9.05%
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.1M
3
+$981K
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$750K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$721K

Top Sells

1
+$2.11M
2
+$861K
3
+$683K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$363K

Sector Composition

1 Technology 4.38%
2 Healthcare 2.79%
3 Industrials 1.8%
4 Consumer Discretionary 1.79%
5 Energy 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$361K 0.31%
+11,911
52
$343K 0.3%
4,891
-252
53
$341K 0.3%
2,326
-1,953
54
$338K 0.29%
6,778
+2,137
55
$337K 0.29%
1,983
-198
56
$333K 0.29%
571
+102
57
$322K 0.28%
2,880
+230
58
$305K 0.27%
6,612
-258
59
$283K 0.25%
4,619
+500
60
$277K 0.24%
+1,053
61
$277K 0.24%
5,486
-851
62
$268K 0.23%
774
-225
63
$259K 0.23%
2,544
-43
64
$255K 0.22%
1,648
-709
65
$248K 0.22%
836
-465
66
$247K 0.22%
+5,061
67
$242K 0.21%
4,823
-120
68
$229K 0.2%
4,780
+15
69
$221K 0.19%
+9,468
70
$218K 0.19%
+1,698
71
$217K 0.19%
2,777
-1,792
72
$212K 0.19%
+5,198
73
$209K 0.18%
+1,278
74
$176K 0.15%
10,251
-1,233
75
– –
-2,725
1 2
3
4