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
$432M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$3.63M
3
+$3.29M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$3.2M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$3.11M

Top Sells

1
+$13.3M
2
+$5.28M
3
+$3.79M
4
IAU icon
iShares Gold Trust
IAU
+$3.32M
5
CVS icon
CVS Health
CVS
+$2.99M

Sector Composition

1 Technology 14.02%
2 Healthcare 12.04%
3 Financials 8.82%
4 Industrials 8.41%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.39M 0.55%
14,361
-10,041
77
$2.37M 0.55%
40,159
+103
78
$2.32M 0.54%
22,466
+1,333
79
$2.24M 0.52%
+60,457
80
$2.24M 0.52%
69,770
+7,070
81
$2.22M 0.51%
10,253
+464
82
$2.2M 0.51%
+8,705
83
$2.15M 0.5%
+3,302
84
$2.13M 0.49%
8,812
+23
85
$2.04M 0.47%
23,842
+10,151
86
$2.04M 0.47%
17,795
-122
87
$2.01M 0.46%
17,584
+1,422
88
$1.93M 0.45%
32,218
+2,565
89
$1.87M 0.43%
27,617
+1,277
90
$1.77M 0.41%
13,673
+925
91
$1.73M 0.4%
38,822
+3,008
92
$1.69M 0.39%
9,244
+32
93
$1.63M 0.38%
64,545
+2,458
94
$1.6M 0.37%
+38,293
95
$1.6M 0.37%
+15,732
96
$1.53M 0.35%
8,922
+9
97
$1.51M 0.35%
55,845
+364
98
$1.5M 0.35%
9,181
+31
99
$1.34M 0.31%
7,084
-6,491
100
$1.28M 0.3%
+5,490
2 3
4
5 6