KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.7%
This Quarter Est. Return
1 Year Est. Return
+41.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$7.09M
3
+$5.56M
4
BND icon
Vanguard Total Bond Market
BND
+$5.05M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$4.26M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.73%
2 Financials 6.95%
3 Energy 5.11%
4 Healthcare 5.05%
5 Technology 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.07%
+291,311
27
$1.91M 1.05%
+151,604
28
$1.9M 1.04%
+15,048
29
$1.83M 1%
+142,401
30
$1.81M 0.99%
+165,053
31
$1.78M 0.98%
+44,851
32
$1.78M 0.97%
+55,975
33
$1.74M 0.96%
+24,205
34
$1.71M 0.94%
+85,781
35
$1.68M 0.92%
+28,769
36
$1.65M 0.91%
+42,664
37
$1.6M 0.88%
+33,408
38
$1.6M 0.88%
+32,695
39
$1.55M 0.85%
+44,323
40
$1.54M 0.85%
+26,860
41
$1.52M 0.83%
+110,767
42
$1.52M 0.83%
+74,293
43
$1.47M 0.81%
+34,226
44
$1.46M 0.8%
+13,023
45
$1.45M 0.8%
+35,212
46
$1.42M 0.78%
+22,896
47
$1.38M 0.76%
+36,101
48
$1.34M 0.74%
+24,789
49
$1.34M 0.74%
+16,128
50
$1.34M 0.73%
+29,855
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