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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
$115M
AUM Growth
+$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.09M
3
+$890K
4
XONE icon
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
+$750K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$722K

Top Sells

1
+$2.11M
2
+$830K
3
+$610K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$451K
5
ES icon
Eversource Energy
ES
+$361K

Sector Composition

1 Technology 4.38%
2 Healthcare 2.79%
3 Industrials 1.8%
4 Consumer Discretionary 1.79%
5 Energy 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,139
77
– –
-6,200
78
– –
-65,890
79
– –
-3,725
80
– –
-530
81
– –
-13,274
82
– –
-1,859
83
– –
-3,344
84
– –
-2,725
1 2 3
4