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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
$148M
AUM Growth
+$5.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.59M
3
+$1.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.21M

Top Sells

1
+$1.72M
2
+$940K
3
+$818K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$518K
5
FEBW icon
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
+$439K

Sector Composition

1 Healthcare 1.42%
2 Technology 1.17%
3 Energy 1.09%
4 Industrials 1.07%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$178K 0.12%
10,312
-1,316
52
$12.6K 0.01%
17,000
+1,750
53
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-1,198
54
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-660
55
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56
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-3,583
57
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-2,719
58
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59
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60
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61
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62
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-9,613
63
– –
-2,987
64
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-15,176
65
– –
-9,003
66
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-1,797
67
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-2,901
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3