KFG
Kropog Financial Group Portfolio holdings
AUM
$129M
1-Year Est. Return
16.09%
This Fund
S&P 500
1 Year Est. Return
+16.09%
AUM
$129M
AUM Growth
+$7.05M
(+5.8%)
Holding
30
Top Buys
| 1 | +$2.1M | |
| 2 | +$2.02M | |
| 3 | +$430K | |
| 4 |
Capital Group Dividend Value ETF
CGDV
|
+$372K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$213K |
Top Sells
| 1 | +$220K | |
| 2 | +$114K | |
| 3 | +$50.5K | |
| 4 |
Microsoft
MSFT
|
+$45.6K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$16.7K |
Sector Composition
| 1 | Technology | 1.87% |
| 2 | Communication Services | 0.45% |
| 3 | Financials | 0.4% |
| 4 | Consumer Discretionary | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$818B
| $313K | 0.24% |
972
+5
|
|
||
27
Vanguard Small-Cap Growth ETF
VBK
$21.4B
| $261K | 0.2% |
865
|
|
||
|
28
Alphabet (Google) Class C
GOOG
$3.79T
| $234K | 0.18% |
+745
|
|
||
29
Berkshire Hathaway Class B
BRK.B
$1.07T
| $206K | 0.16% |
410
|
|
||
30
Janus Henderson Short Duration Income ETF
VNLA
$3.04B
| – | – |
-4,456
|
|