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
JPST icon
201
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$99.6K 0.03%
+1,969
DECT icon
202
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$115M
$99.2K 0.03%
+2,706
SPDW icon
203
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.7B
$99K 0.03%
+2,230
IAU icon
204
iShares Gold Trust
IAU
$81.4B
$97.4K 0.03%
+1,200
EMB icon
205
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.2B
$92.2K 0.03%
+957
META icon
206
Meta Platforms (Facebook)
META
$1.61T
$90.8K 0.03%
138
-1,361
WFC icon
207
Wells Fargo
WFC
$232B
$87.4K 0.03%
938
-1,720
SCHX icon
208
Schwab US Large- Cap ETF
SCHX
$62.4B
$87.2K 0.03%
+3,241
NEE icon
209
NextEra Energy
NEE
$191B
$87K 0.03%
+1,084
OCTZ
210
TrueShares Structured Outcome October ETF
OCTZ
$37.1M
$86.2K 0.03%
+2,026
SPUC icon
211
Simplify US Equity PLUS Upside Convexity ETF
SPUC
$102M
$85.5K 0.03%
+1,835
AVLC icon
212
Avantis US Large Cap Equity ETF
AVLC
$994M
$84.4K 0.03%
+1,074
IBIT icon
213
iShares Bitcoin Trust
IBIT
$54.8B
$84.2K 0.03%
+1,696
SPD icon
214
Simplify US Equity PLUS Downside Convexity ETF
SPD
$111M
$83.2K 0.03%
+2,120
SEPT icon
215
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$99.8M
$82.4K 0.03%
+2,344
HON icon
216
Honeywell
HON
$148B
$82.3K 0.03%
+422
MINT icon
217
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15B
$81.3K 0.03%
810
-9,955
T icon
218
AT&T
T
$192B
$80.7K 0.02%
+3,250
SPYC icon
219
Simplify US Equity PLUS Convexity ETF
SPYC
$92.5M
$78.6K 0.02%
+1,838
SPYV icon
220
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
$77K 0.02%
+1,355
PG icon
221
Procter & Gamble
PG
$350B
$76.7K 0.02%
535
-1,332
JUNT icon
222
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$19M
$76.3K 0.02%
+2,100
IVT icon
223
InvenTrust Properties
IVT
$2.4B
$73.6K 0.02%
+2,609
NFLX icon
224
Netflix
NFLX
$398B
$72.9K 0.02%
778
-1,392
CAT icon
225
Caterpillar
CAT
$326B
$72.4K 0.02%
+126
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