KFG
Kingdom Financial Group Portfolio holdings
AUM
$114M
1-Year Est. Return
9.05%
1 Year Est. Return
+9.05%
AUM
$136M
AUM Growth
-$9.91M
(-6.8%)
Holding
52
Top Buys
| 1 | +$332K | |
| 2 | +$234K | |
| 3 | +$217K | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$214K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$162K |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.17M | |
| 3 | +$748K | |
| 4 |
UnitedHealth
UNH
|
+$746K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$729K |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Energy | 1.07% |
| 3 | Healthcare | 1.03% |
| 4 | Industrials | 0.77% |
| 5 | Financials | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Short Treasury Bond ETF
SHV
$20.7B
| – | – |
-2,165
|
|
||
52
Tesla
TSLA
$1.44T
| – | – |
-819
|
|