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
51
$1.31M 0.72%
+39,376
52
$1.3M 0.71%
+72,287
53
$1.3M 0.71%
+10,771
54
$1.3M 0.71%
+16,816
55
$1.29M 0.71%
+64,692
56
$1.27M 0.7%
+17,707
57
$1.26M 0.69%
+116,330
58
$1.26M 0.69%
+50,045
59
$1.25M 0.69%
+39,389
60
$1.25M 0.69%
+23,716
61
$1.23M 0.68%
+79,430
62
$1.22M 0.67%
+32,075
63
$1.19M 0.65%
+13,181
64
$1.19M 0.65%
+38,639
65
$1.14M 0.63%
+27,666
66
$1.12M 0.61%
+1,306
67
$1.1M 0.61%
+18,088
68
$1.08M 0.59%
+49,103
69
$1.07M 0.59%
+221,732
70
$1.06M 0.58%
+28,814
71
$1.06M 0.58%
+26,933
72
$1.02M 0.56%
+19,103
73
$1.01M 0.55%
+37,955
74
$978K 0.54%
+23,654
75
$978K 0.54%
+26,602
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3
4 5