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
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$7.31M
2 +$7.09M
3 +$5.56M
4
BND icon
Vanguard Total Bond Market
BND
+$5.05M
5
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$4.26M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.73%
2 Financials 6.95%
3 Energy 5.11%
4 Healthcare 5.05%
5 Technology 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$207K 0.11%
+9,396
127
$207K 0.11%
+616
128
$157K 0.09%
+37,951
129
$114K 0.06%
+13,019
130
$94K 0.05%
+11,193
131
$1K ﹤0.01%
+11,007