KC
Kingfisher Capital Portfolio holdings
AUM
$437M
This Quarter Return
+6.21%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$196M
AUM Growth
+$196M
(+7.5%)
Cap. Flow
+$3.14M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
23.43%
Holding
145
New
11
Increased
43
Reduced
73
Closed
8
Top Buys
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$3.51M |
| 2 |
ProShares Ultra Russell2000
UWM
|
$3.14M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$2.6M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$2.34M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
$2.04M |
Sector Composition
| 1 | Industrials | 9.75% |
| 2 | Financials | 7.21% |
| 3 | Energy | 5.03% |
| 4 | Healthcare | 4.89% |
| 5 | Technology | 4.83% |
