KFG

Kingdom Financial Group Portfolio holdings

AUM $349M
1-Year Est. Return 12.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$2.99M
2 +$2.96M
3 +$2.21M
4
IWX icon
iShares Russell Top 200 Value ETF
IWX
+$2.16M
5
NVDA icon
NVIDIA
NVDA
+$2.13M

Sector Composition

1 Technology 8.54%
2 Financials 3.84%
3 Consumer Discretionary 1.94%
4 Communication Services 1.89%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$487K 0.3%
+968
52
$452K 0.28%
17,037
+7,187
53
$437K 0.27%
+2,810
54
$425K 0.26%
+6,213
55
$423K 0.26%
+4,196
56
$385K 0.24%
+2,286
57
$335K 0.2%
+421
58
$288K 0.18%
1,023
+5
59
$287K 0.18%
+1,867
60
$273K 0.17%
+5,215
61
$260K 0.16%
+2,170
62
$254K 0.16%
+909
63
$253K 0.15%
+1,145
64
$251K 0.15%
+826
65
$245K 0.15%
+6,036
66
$242K 0.15%
+9,445
67
$223K 0.14%
2,658
+108
68
$212K 0.13%
+1,161
69
$211K 0.13%
+523
70
$210K 0.13%
+4,667
71
$209K 0.13%
+902
72
$207K 0.13%
+3,075
73
$206K 0.13%
+866
74
$203K 0.12%
+3,385
75
$201K 0.12%
+3,487