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
$146M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$964K
3
+$880K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$696K
5
SIXO icon
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
SIXO
+$627K

Top Sells

1
+$1.65M
2
+$746K
3
+$666K
4
AUGW icon
AllianzIM U.S. Large Cap Buffer20 Aug ETF
AUGW
+$556K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$556K

Sector Composition

1 Healthcare 1.35%
2 Technology 1.33%
3 Energy 0.89%
4 Industrials 0.68%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-19,279
52
– –
-367
53
– –
-746
54
– –
-7,226
55
– –
-7,076
56
– –
-26,165
57
– –
-15,600
1 2
3