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
$432M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$3.63M
3
+$3.29M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$3.2M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$3.11M

Top Sells

1
+$13.3M
2
+$5.28M
3
+$3.79M
4
IAU icon
iShares Gold Trust
IAU
+$3.32M
5
CVS icon
CVS Health
CVS
+$2.99M

Sector Composition

1 Technology 14.02%
2 Healthcare 12.04%
3 Financials 8.82%
4 Industrials 8.41%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$706K 0.16%
2,801
-230
127
$702K 0.16%
13,712
+11
128
$689K 0.16%
25,727
+387
129
$682K 0.16%
13,124
-1,128
130
$670K 0.15%
6,309
-940
131
$633K 0.15%
7,417
+38
132
$584K 0.14%
4,980
+57
133
$553K 0.13%
+8,071
134
$544K 0.13%
14,914
+240
135
$540K 0.12%
8,526
+47
136
$538K 0.12%
1,530
137
$530K 0.12%
6,745
-306
138
$523K 0.12%
1,042
+3
139
$520K 0.12%
2,338
-731
140
$499K 0.12%
8,517
+29
141
$492K 0.11%
4,584
-11,233
142
$480K 0.11%
7,845
-888
143
$465K 0.11%
4,263
-1,822
144
$450K 0.1%
40,239
+787
145
$428K 0.1%
826
+2
146
$401K 0.09%
7,477
-32
147
$386K 0.09%
21,486
+494
148
$384K 0.09%
4,457
-9
149
$377K 0.09%
14,945
+2,930
150
$371K 0.09%
1,781
-138
4 5
6
7 8