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
$136M
AUM Growth
-$9.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$234K
3
+$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
+$1.78M
2
+$1.17M
3
+$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 Change
in Stake 		Capital Flow
51
– –
-2,165
52
– –
-819
1 2
3