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
151
$371K 0.09%
894
+1
152
$368K 0.09%
1,372
+2
153
$354K 0.08%
5,908
-1,314
154
$353K 0.08%
+17,002
155
$348K 0.08%
6,155
+25
156
$341K 0.08%
2,319
+14
157
$333K 0.08%
15,183
+60
158
$314K 0.07%
16,137
-86,519
159
$307K 0.07%
1,006
+3
160
$306K 0.07%
11,966
-323
161
$297K 0.07%
843
+3
162
$288K 0.07%
1,820
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163
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2,283
-16
164
$279K 0.06%
2,988
+12
165
$276K 0.06%
+11,006
166
$271K 0.06%
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169
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1,060
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$262K 0.06%
9,834
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171
$237K 0.05%
2,500
172
$230K 0.05%
+8,823
173
$225K 0.05%
516
174
$220K 0.05%
8,661
+42
175
$220K 0.05%
5,576
-5,809
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7
8 9