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

Top Sells

1
+$704K
2
+$696K
3
+$545K
4
SIXO icon
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
+$525K
5
GDEC icon
FT Vest US Equity Moderate Buffer ETF December
GDEC
+$444K

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
76
$167K 0.1%
12,273
-13,166
77
$30.3K 0.02%
+15,000
78
$24.2K 0.01%
+16,000
79
– –
-15,745
80
– –
-10,502
81
– –
-12,623
82
– –
-1,335
83
– –
-15,598
84
– –
-19,017
85
– –
-15,852
86
– –
-9,050
87
– –
-454
1 2 3
4