KFG

Kingdom Financial Group Portfolio holdings

AUM $114M
This Quarter Return
+0.01%
1 Year Return
+9.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
Cap. Flow
-$9.16M
Cap. Flow %
-6.71%
Top 10 Hldgs %
74.48%
Holding
52
New
2
Increased
10
Reduced
29
Closed
7

Top Buys

1
TUA icon
Simplify Short Term Treasury Futures Strategy ETF
TUA
$332K
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
$234K
3
TYA icon
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$217K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
$214K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$162K

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
$1.78M
2
IWY icon
iShares Russell Top 200 Growth ETF
IWY
$1.17M
3
IWX icon
iShares Russell Top 200 Value ETF
IWX
$748K
4
UNH icon
UnitedHealth
UNH
$746K
5
VGSH icon
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 Shares
Change % 		Capital Flow
SHV icon
51
iShares Short Treasury Bond ETF
SHV
$20.7B
– –
-2,165
Closed -$238K
TSLA icon
52
Tesla
TSLA
$1.06T
– –
-819
Closed -$331K
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