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
$193M
AUM Growth
-$2.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.91M
3
+$1.76M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.59M

Top Sells

1
+$3.89M
2
+$3.12M
3
+$2.48M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$2.34M
5
CAR icon
Avis
CAR
+$2.27M

Sector Composition

1 Industrials 10.37%
2 Healthcare 9.77%
3 Financials 8.65%
4 Technology 7.84%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.03%
26,989
+279
27
$1.99M 1.03%
+20,515
28
$1.97M 1.02%
39,924
+515
29
$1.96M 1.01%
38,700
-698
30
$1.94M 1.01%
41,914
+284
31
$1.92M 1%
36,972
+573
32
$1.89M 0.98%
17,779
+34
33
$1.89M 0.98%
10,639
-390
34
$1.88M 0.97%
38,585
+127
35
$1.85M 0.96%
69,466
+800
36
$1.85M 0.96%
81,159
-3,126
37
$1.84M 0.95%
8,131
+59
38
$1.78M 0.92%
13,289
+20
39
$1.77M 0.92%
12,269
-250
40
$1.77M 0.92%
16,839
+1,187
41
$1.75M 0.9%
71,810
+869
42
$1.71M 0.88%
14,431
+109
43
$1.7M 0.88%
20,400
+2,587
44
$1.7M 0.88%
68,611
+695
45
$1.7M 0.88%
30,928
46
$1.7M 0.88%
15,662
+113
47
$1.67M 0.87%
17,172
+424
48
$1.67M 0.87%
19,359
+814
49
$1.66M 0.86%
40,728
+115
50
$1.65M 0.85%
59,643
+902
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