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
101
$676K 0.35%
29,271
+786
102
$673K 0.35%
6,372
-91
103
$653K 0.34%
3
104
$636K 0.33%
5,227
-189
105
$634K 0.33%
9,146
106
$633K 0.33%
28,165
-1,295
107
$614K 0.32%
2,213
-40
108
$587K 0.3%
11,126
-13,182
109
$584K 0.3%
+9,872
110
$539K 0.28%
4,743
-84
111
$539K 0.28%
+5,826
112
$515K 0.27%
3,401
-10
113
$514K 0.27%
14,481
114
$473K 0.24%
4,161
+36
115
$459K 0.24%
5,972
-2
116
$455K 0.24%
17,283
-76
117
$395K 0.2%
30,427
-66,413
118
$395K 0.2%
33,318
+33
119
$392K 0.2%
12,064
+125
120
$384K 0.2%
8,390
-68,060
121
$374K 0.19%
11,960
-5,146
122
$359K 0.19%
3,829
+101
123
$329K 0.17%
16,568
+424
124
$310K 0.16%
2,063
+3
125
$295K 0.15%
7,991
+6
2 3 4
5
6