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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
$349M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$4.43M
3
+$3.63M
4
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
+$2.65M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.87M

Top Sells

1
+$19M
2
+$2.07M
3
+$502K
4
QBER
TrueShares Quarterly Bear Hedge ETF
QBER
+$489K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$448K

Sector Composition

1 Technology 5.27%
2 Industrials 3.59%
3 Financials 2.38%
4 Utilities 1.7%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
J icon
126
Jacobs Solutions
J
$14.9B
$274K 0.08%
2,155
+3
ITRI icon
127
Itron
ITRI
$3.58B
$270K 0.08%
3,012
+133
GOVT icon
128
iShares US Treasury Bond ETF
GOVT
$42.7B
$267K 0.08%
11,651
+10,321
IVV icon
129
iShares Core S&P 500 ETF
IVV
$833B
$262K 0.08%
401
+207
BIL icon
130
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$258K 0.07%
2,810
+2,775
WMB icon
131
Williams Companies
WMB
$87.6B
$257K 0.07%
3,525
+139
MBB icon
132
iShares MBS ETF
MBB
$38.7B
$256K 0.07%
2,700
+73
XMPT icon
133
VanEck CEF Muni Income ETF
XMPT
$214M
$256K 0.07%
11,890
-2,127
CELH icon
134
Celsius Holdings
CELH
$7.26B
$252K 0.07%
7,107
-53
LITE icon
135
Lumentum
LITE
$69.2B
$242K 0.07%
+345
IAUM icon
136
iShares Gold Trust Micro
IAUM
$6.6B
$242K 0.07%
5,180
-630
TLT icon
137
iShares 20+ Year Treasury Bond ETF
TLT
$41.3B
$240K 0.07%
2,766
+144
SPLV icon
138
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$236K 0.07%
3,227
+2,598
GOOG icon
139
Alphabet (Google) Class C
GOOG
$4.35T
$233K 0.07%
812
+125
BP icon
140
BP
BP
$110B
$232K 0.07%
4,931
+134
META icon
141
Meta Platforms (Facebook)
META
$1.44T
$224K 0.06%
391
+253
SCSB
142
Sterling Capital Short Duration Bond ETF
SCSB
$33.3M
$222K 0.06%
+8,861
BILZ icon
143
PIMCO Ultra Short Government Active ETF
BILZ
$1.02B
$222K 0.06%
2,194
-1,080
FGD icon
144
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.46B
$217K 0.06%
6,788
-3,376
FIXD icon
145
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.32B
$214K 0.06%
4,913
-2,836
WDIV icon
146
State Street SPDR S&P Global Dividend ETF
WDIV
$272M
$214K 0.06%
2,772
-1,206
PZA icon
147
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.17B
$210K 0.06%
9,146
+4,771
SDVY icon
148
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11B
$203K 0.06%
5,158
-3,306
SNPS icon
149
Synopsys
SNPS
$87.4B
$198K 0.06%
+500
AGGY icon
150
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$876M
$195K 0.06%
4,483
-2,545
4 5
6
7 8