KFG

Kingdom Financial Group Portfolio holdings

AUM $324M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$3.08M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$967K
5
UNH icon
UnitedHealth
UNH
+$766K

Top Sells

1
+$10.4M
2
+$9.9M
3
+$8.37M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.29M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$8.03M

Sector Composition

1 Technology 3.97%
2 Financials 3.47%
3 Communication Services 1.16%
4 Healthcare 0.85%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.19%
1,976
-6,037
52
$206K 0.18%
1,348
-5,718
53
$204K 0.18%
+2,550
54
$190K 0.17%
+10,502
55
$172K 0.15%
+15,745
56
– –
-7,323
57
– –
-1,343
58
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-742
59
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-3,012
60
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-3,240
61
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-2,218
62
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-2,485
63
– –
-12,794
64
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-2,303
65
– –
-54,981
66
– –
-224,907
67
– –
-6,316
68
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-2,044
69
– –
-8,925
70
– –
-15,506
71
– –
-10,064
72
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-193,777
73
– –
-2,496
74
– –
-4,399
75
– –
-119,401
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