KC
Kingfisher Capital Portfolio holdings
AUM
$437M
1-Year Return
41.7%
This Quarter Return
+12.13%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$384M
AUM Growth
+$16.7M
(+4.5%)
Cap. Flow
-$21.7M
Cap. Flow
% of AUM
-5.65%
Top 10 Holdings %
Top 10 Hldgs %
25.19%
Holding
182
New
17
Increased
62
Reduced
74
Closed
14
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$8.09M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$7.3M |
| 3 |
Dick's Sporting Goods
DKS
|
$3.85M |
| 4 |
United Parcel Service
UPS
|
$3.66M |
| 5 |
First Solar
FSLR
|
$2.88M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$7.72M |
| 2 |
CrowdStrike
CRWD
|
$5.47M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$4.96M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$4.84M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
$4.84M |
Sector Composition
| 1 | Technology | 19.94% |
| 2 | Financials | 11.71% |
| 3 | Healthcare | 10.75% |
| 4 | Industrials | 10.19% |
| 5 | Consumer Discretionary | 10.11% |
