KFG

Kingdom Financial Group Portfolio holdings

AUM $164M
1-Year Est. Return 8.92%
This Quarter Est. Return
1 Year Est. Return
+8.92%
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
+$2.14M
2
+$1.6M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.26M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M

Top Sells

1
+$1.75M
2
+$977K
3
+$820K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$521K
5
FEBW icon
AllianzIM U.S. Large Cap 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
– –
-3,583
54
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-2,901
55
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-3,358
56
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-2,987
57
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-15,176
58
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-9,003
59
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-1,694
60
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-1,198
61
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-660
62
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-10,382
63
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-2,719
64
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-1,490
65
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-1,690
66
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-13,617
67
– –
-9,613
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3