KFG

Kingdom Financial Group Portfolio holdings

AUM $114M
1-Year Est. Return 9.05%
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$769K
3 +$455K
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$413K
5
ES icon
Eversource Energy
ES
+$361K

Sector Composition

1 Technology 3.77%
2 Healthcare 3.22%
3 Energy 2.33%
4 Consumer Discretionary 1.86%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,293