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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
WCMI
201
First Trust WCM International Equity ETF
WCMI
$1.5B
$107K 0.03%
6,395
-4,079
IVT icon
202
InvenTrust Properties
IVT
$2.73B
$103K 0.03%
3,382
+773
VGSH icon
203
Vanguard Short-Term Treasury ETF
VGSH
$29.4B
$103K 0.03%
1,759
-35,215
SPDW icon
204
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.6B
$102K 0.03%
2,235
+5
CAT icon
205
Caterpillar
CAT
$413B
$96.7K 0.03%
137
+11
LTPZ icon
206
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$693M
$96.3K 0.03%
1,888
-224
XTEN icon
207
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$965M
$93.7K 0.03%
2,044
-288
OCTZ
208
TrueShares Structured Outcome October ETF
OCTZ
$42M
$93K 0.03%
2,262
+236
NFLX icon
209
Netflix
NFLX
$342B
$92.7K 0.03%
964
+186
CEG icon
210
Constellation Energy
CEG
$88.1B
$91.6K 0.03%
328
+21
PG icon
211
Procter & Gamble
PG
$345B
$90.5K 0.03%
626
+91
IBIT icon
212
iShares Bitcoin Trust
IBIT
$49.2B
$90.1K 0.03%
2,345
+649
CSX icon
213
CSX Corp
CSX
$88B
$88.8K 0.03%
2,163
+2,115
VCSH icon
214
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$88.8K 0.03%
1,120
+1,071
GEM icon
215
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.65B
$87.1K 0.02%
2,016
-1,298
TROW icon
216
T. Rowe Price
TROW
$23.2B
$84.8K 0.02%
941
+383
EDIV icon
217
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.26B
$82.9K 0.02%
2,099
-1,611
SCHF icon
218
Schwab International Equity ETF
SCHF
$66B
$82.2K 0.02%
3,320
-4,984
AVLC icon
219
Avantis US Large Cap Equity ETF
AVLC
$1.25B
$81.7K 0.02%
1,054
-20
COST icon
220
Costco
COST
$433B
$81.4K 0.02%
82
+15
PULS icon
221
PGIM Ultra Short Bond ETF
PULS
$16.4B
$80.6K 0.02%
1,629
+975
DGRO icon
222
iShares Core Dividend Growth ETF
DGRO
$40.7B
$80.2K 0.02%
1,143
+612
MTUM icon
223
iShares MSCI USA Momentum Factor ETF
MTUM
$26.7B
$80.2K 0.02%
334
-232
ONEH
224
TrueShares Equity Hedge ETF
ONEH
$14.4M
$80.2K 0.02%
+3,325
SPLS
225
PIMCO US Stocks PLUS Active Bond ETF
SPLS
$54.4M
$80.1K 0.02%
+1,701
7 8
9
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