KFG

Kingdom Financial Group Portfolio holdings

AUM $324M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$14.5M
3
+$14.3M
4
SCEC
Sterling Capital Enhanced Core Bond ETF
SCEC
+$10.3M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$8.64M

Top Sells

1
+$4.27M
2
+$4.03M
3
+$3.38M
4
MSFT icon
Microsoft
MSFT
+$2.29M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.77M

Sector Composition

1 Technology 4.66%
2 Industrials 3.6%
3 Financials 2.01%
4 Utilities 1.68%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KALU icon
151
Kaiser Aluminum
KALU
$1.96B
$184K 0.06%
+1,601
WCMI
152
First Trust WCM International Equity ETF
WCMI
$987M
$178K 0.06%
+10,474
DECW icon
153
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$223M
$176K 0.05%
5,194
-15,496
ALEX
154
Alexander & Baldwin
ALEX
$1.52B
$176K 0.05%
+8,521
UNH icon
155
UnitedHealth
UNH
$251B
$175K 0.05%
530
-1,085
VGLT icon
156
Vanguard Long-Term Treasury ETF
VGLT
$10.8B
$168K 0.05%
+3,015
EUAD
157
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.42B
$168K 0.05%
+3,984
BP icon
158
BP
BP
$108B
$167K 0.05%
+4,797
NBOS icon
159
Neuberger Option Strategy ETF
NBOS
$437M
$162K 0.05%
+5,938
BSV icon
160
Vanguard Short-Term Bond ETF
BSV
$43.7B
$160K 0.05%
+2,035
TER icon
161
Teradyne
TER
$44.9B
$160K 0.05%
+824
JNJ icon
162
Johnson & Johnson
JNJ
$583B
$159K 0.05%
770
-2,363
SPYG icon
163
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.2B
$159K 0.05%
+1,490
THRO
164
iShares U.S. Thematic Rotation Active ETF
THRO
$7.25B
$156K 0.05%
+4,039
DIA icon
165
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.3B
$155K 0.05%
+323
VNLA icon
166
Janus Henderson Short Duration Income ETF
VNLA
$3.09B
$151K 0.05%
3,081
-86,815
IUSG icon
167
iShares Core S&P US Growth ETF
IUSG
$26.6B
$147K 0.05%
+878
CLOI icon
168
VanEck CLO ETF
CLOI
$1.35B
$147K 0.05%
+2,784
RDDT icon
169
Reddit
RDDT
$25.3B
$146K 0.05%
+635
OKE icon
170
Oneok
OKE
$53.5B
$146K 0.05%
+1,985
EDIV icon
171
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.16B
$145K 0.04%
+3,710
BAI
172
iShares A.I. Innovation and Tech Active ETF
BAI
$8.65B
$145K 0.04%
+4,353
MTUM icon
173
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
$142K 0.04%
+566
MMS icon
174
Maximus
MMS
$3.95B
$141K 0.04%
+1,637
JULU
175
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
$142M
$141K 0.04%
+4,747
5 6
7
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