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
$190M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.9M
3
+$1.9M
4
ECH icon
iShares MSCI Chile ETF
ECH
+$1.86M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.84M

Top Sells

1
+$3.1M
2
+$2.84M
3
+$2.58M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$2.18M
5
CAR icon
Avis
CAR
+$1.99M

Sector Composition

1 Industrials 8.67%
2 Financials 8.29%
3 Healthcare 7.94%
4 Technology 7.82%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.4M 2.32%
60,244
-16,189
2
$3.99M 2.11%
29,351
-70
3
$3.98M 2.1%
47,132
-5,482
4
$3.87M 2.04%
75,166
-4,570
5
$3.81M 2.01%
61,883
+18,937
6
$3.34M 1.76%
174,384
+924
7
$3.02M 1.59%
99,285
-8,224
8
$2.84M 1.5%
51,890
-3,888
9
$2.84M 1.5%
97,588
-3,992
10
$2.73M 1.44%
46,275
-23,914
11
$2.71M 1.43%
33,428
-4,500
12
$2.36M 1.25%
137,445
+460
13
$2.18M 1.15%
13,269
-280
14
$2.17M 1.14%
349,104
-18,784
15
$2.15M 1.13%
34,248
+140
16
$2.12M 1.12%
51,619
+44,818
17
$2.04M 1.07%
27,679
-197
18
$2.03M 1.07%
37,215
+52
19
$2.03M 1.07%
40,514
-4,657
20
$2M 1.05%
39,433
-4,697
21
$2M 1.05%
32,186
-30
22
$1.94M 1.03%
+62,907
23
$1.94M 1.02%
40,232
-1,652
24
$1.94M 1.02%
40,749
-192
25
$1.93M 1.02%
222,298
+85,334
1
2 3 4 5