KC
Kingfisher Capital Portfolio holdings
AUM
$437M
This Quarter Return
+12.23%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$415M
AUM Growth
+$415M
(+8.1%)
Cap. Flow
-$5.59M
Cap. Flow
% of AUM
-1.35%
Top 10 Holdings %
Top 10 Hldgs %
25.99%
Holding
175
New
7
Increased
56
Reduced
78
Closed
13
Top Buys
| 1 |
Flutter Entertainment
FLUT
|
$2.42M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$373K |
| 3 |
Broadcom
AVGO
|
$235K |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$221K |
| 5 |
Bank of New York Mellon
BK
|
$209K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$480K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$463K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$455K |
| 4 |
PepsiCo
PEP
|
$401K |
| 5 |
Abbott
ABT
|
$337K |
Sector Composition
| 1 | Technology | 20.25% |
| 2 | Financials | 12.12% |
| 3 | Consumer Discretionary | 11.37% |
| 4 | Healthcare | 10.89% |
| 5 | Industrials | 10.08% |
