KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.87M
3
+$1.73M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.03M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$717K

Top Sells

1
+$3.77M
2
+$1.07M
3
+$949K
4
AOS icon
A.O. Smith
AOS
+$947K
5
STZ icon
Constellation Brands
STZ
+$856K

Sector Composition

1 Healthcare 12.82%
2 Technology 9.8%
3 Materials 6.24%
4 Financials 6.22%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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130
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131
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132
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-8,900
133
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134
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135
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-5,938
136
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-10,849
2 3 4 5
6