KC
Kingfisher Capital Portfolio holdings
AUM
$437M
1-Year Return
41.7%
This Quarter Return
+2.12%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$159M
AUM Growth
-$9.73M
(-5.8%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-7.51%
Top 10 Holdings %
Top 10 Hldgs %
21.09%
Holding
294
New
12
Increased
60
Reduced
41
Closed
172
Top Buys
Top Sells
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$2.35M |
| 2 |
McDonald's
MCD
|
$2.07M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.97M |
| 4 |
Kraft Heinz
KHC
|
$1.7M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.67M |
Sector Composition
| 1 | Industrials | 11.35% |
| 2 | Healthcare | 11.05% |
| 3 | Technology | 9.49% |
| 4 | Consumer Staples | 7.67% |
| 5 | Financials | 7.24% |
