KC
Kingfisher Capital Portfolio holdings
AUM
$437M
1-Year Return
41.7%
This Quarter Return
-0.93%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$182M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.56%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$7.31M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$7.09M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$5.56M |
| 4 |
Vanguard Total Bond Market
BND
|
$5.05M |
| 5 |
iShares 1-3 Year 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% |
