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
$214M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$9.01M
3
+$4.93M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.72M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.6M

Top Sells

1
+$2.45M
2
+$225K
3
+$103K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$80.5K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$69K

Sector Composition

1 Technology 10.34%
2 Healthcare 8.35%
3 Materials 6.1%
4 Financials 5.91%
5 Industrials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.99%
6,014
+33
27
$2.09M 0.97%
149,733
+6,877
28
$2.02M 0.94%
6,873
+1
29
$2.01M 0.94%
32,847
+575
30
$1.97M 0.92%
58,120
+2,200
31
$1.93M 0.9%
327,440
-1,520
32
$1.92M 0.9%
28,660
+960
33
$1.84M 0.86%
21,599
-23
34
$1.84M 0.86%
13,525
-2
35
$1.82M 0.85%
12,587
+133
36
$1.8M 0.84%
23,094
-81
37
$1.79M 0.83%
70,051
-435
38
$1.77M 0.83%
13,858
-274
39
$1.75M 0.82%
20,857
-267
40
$1.74M 0.81%
28,523
-151
41
$1.73M 0.81%
9,831
-36
42
$1.73M 0.81%
5,328
+9
43
$1.69M 0.79%
16,643
-8
44
$1.61M 0.75%
11,321
+239
45
$1.6M 0.75%
17,548
+2,011
46
$1.51M 0.7%
20,691
+684
47
$1.5M 0.7%
7,008
-175
48
$1.5M 0.7%
3,846
-20
49
$1.48M 0.69%
39,768
-471
50
$1.48M 0.69%
26,505
-249
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