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
76
$1.18M 0.61%
21,342
-1,021
77
$1.14M 0.59%
+32,774
78
$1.13M 0.59%
+11,947
79
$1.13M 0.58%
8,070
+37
80
$1.12M 0.58%
53,066
-53,142
81
$1.1M 0.57%
267,835
+1,558
82
$1.1M 0.57%
27,342
+18
83
$1.08M 0.56%
+24,313
84
$1.07M 0.55%
+4,509
85
$1.07M 0.55%
+22,005
86
$1.03M 0.53%
+12,279
87
$1.02M 0.53%
8,576
-62
88
$1.01M 0.53%
11,563
+1,060
89
$992K 0.51%
11,668
-687
90
$983K 0.51%
+41,023
91
$979K 0.51%
+228,216
92
$931K 0.48%
11,358
-97
93
$926K 0.48%
47,878
-2,144
94
$910K 0.47%
11,682
95
$875K 0.45%
21,586
96
$874K 0.45%
191,430
-1,441
97
$789K 0.41%
17,974
+12
98
$789K 0.41%
7,842
-44
99
$785K 0.41%
8,215
-397
100
$693K 0.36%
11,516
-500
2 3
4
5 6