KC
Kingfisher Capital Portfolio holdings
AUM
$437M
This Quarter Return
+2.46%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$193M
AUM Growth
+$193M
(-1%)
Cap. Flow
-$4.71M
Cap. Flow
% of AUM
-2.44%
Top 10 Holdings %
Top 10 Hldgs %
19.02%
Holding
151
New
18
Increased
71
Reduced
38
Closed
17
Top Buys
| 1 |
United Parcel Service
UPS
|
$1.99M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.91M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$1.76M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.7M |
| 5 |
Bristol-Myers Squibb
BMY
|
$1.59M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.89M |
| 2 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$3.12M |
| 3 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$2.48M |
| 4 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$2.34M |
| 5 |
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% |
