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
$158M
AUM Growth
+$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$464K
2
+$339K
3
+$293K
4
JPM icon
JPMorgan Chase
JPM
+$279K
5
KHC icon
Kraft Heinz
KHC
+$276K

Top Sells

1
+$520K
2
+$473K
3
+$293K
4
IAU icon
iShares Gold Trust
IAU
+$261K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$229K

Sector Composition

1 Healthcare 12.38%
2 Technology 10.91%
3 Materials 7.55%
4 Energy 6.48%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.13%
+1,230
127
$200K 0.13%
+3,525
128
$200K 0.13%
+2,399
129
$164K 0.1%
+2,508
130
$60K 0.04%
+30,000
131
$51K 0.03%
+10,800
132
$44K 0.03%
+1,684
133
– –
-7,959
134
– –
-3,094
2 3 4 5
6