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
$134M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$556K
3
+$538K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$530K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$300K

Top Sells

1
+$6.47M
2
+$468K
3
+$395K
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$393K
5
IAUM icon
iShares Gold Trust Micro
IAUM
+$354K

Sector Composition

1 Healthcare 1.67%
2 Technology 1.42%
3 Energy 1.03%
4 Industrials 0.98%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,312
52
– –
-121,939
53
– –
-15,262
54
– –
-17,000
55
– –
-16,356
1 2
3