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

Top Buys

1
+$2.8M
2
+$1.1M
3
+$981K
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
+$721K

Top Sells

1
+$2.11M
2
+$861K
3
+$683K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$455K
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$363K

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
– –
-3,989
77
– –
-3,139
78
– –
-6,200
79
– –
-65,890
80
– –
-530
81
– –
-13,274
82
– –
-1,859
83
– –
-3,344
84
– –
-3,725
1 2 3
4