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
201
-8,823