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
$143M
AUM Growth
-$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$1.56M
3
+$1.55M
4
RRC icon
Range Resources
RRC
+$1.44M
5
BHP icon
BHP
BHP
+$1.42M

Top Sells

1
+$3.75M
2
+$3.24M
3
+$2.41M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.38M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.96M

Sector Composition

1 Healthcare 11.18%
2 Technology 10.95%
3 Energy 9.56%
4 Industrials 8.38%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.89%
23,787
-1,043
52
$1.28M 0.89%
+38,399
53
$1.27M 0.89%
20,997
-2,626
54
$1.24M 0.86%
+7,684
55
$1.23M 0.86%
10,140
-531
56
$1.19M 0.83%
36,960
-769
57
$1.18M 0.82%
+6,694
58
$1.17M 0.81%
6,395
-181
59
$1.12M 0.78%
17,310
-1,903
60
$1.12M 0.78%
4,663
-150
61
$1.08M 0.75%
+26,253
62
$1.04M 0.73%
+13,916
63
$1.04M 0.73%
+10,791
64
$1.03M 0.72%
65,120
-2,509
65
$1.03M 0.72%
11,815
+1,439
66
$1.02M 0.71%
+52,990
67
$1.01M 0.71%
+21,510
68
$1.01M 0.71%
+41,351
69
$1.01M 0.7%
+26,617
70
$996K 0.69%
26,644
-1,184
71
$995K 0.69%
7,011
-385
72
$991K 0.69%
40,488
-2,238
73
$958K 0.67%
73,032
-8,750
74
$926K 0.65%
11,550
-556
75
$925K 0.64%
10,032
1 2
3
4 5