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
$133M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$5.27M
3
+$2.79M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.64M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.06M

Top Sells

1
+$2.57M
2
+$2.46M
3
+$2.06M
4
TWX
Time Warner Inc
TWX
+$1.86M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.85M

Sector Composition

1 Healthcare 10.59%
2 Energy 10.13%
3 Materials 7.15%
4 Technology 6.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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132
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133
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139
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140
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141
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142
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