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
$186M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.68M
3
+$1.58M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
ROP icon
Roper Technologies
ROP
+$1.43M

Top Sells

1
+$4.37M
2
+$4.36M
3
+$2.32M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.99M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.81M

Sector Composition

1 Industrials 10.31%
2 Financials 8.59%
3 Technology 5.85%
4 Energy 5.74%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.07%
27,876
-349
27
$1.99M 1.07%
41,884
-2,455
28
$1.94M 1.04%
16,858
+3,429
29
$1.91M 1.03%
+47,588
30
$1.9M 1.02%
23,254
-1,023
31
$1.89M 1.02%
71,548
-5,456
32
$1.84M 0.99%
42,767
-1,595
33
$1.83M 0.98%
137,794
-4,404
34
$1.81M 0.98%
32,216
-1,266
35
$1.79M 0.96%
15,169
-540
36
$1.76M 0.95%
37,163
-1,442
37
$1.72M 0.93%
259,738
-12,215
38
$1.68M 0.9%
43,753
-451
39
$1.62M 0.87%
17,977
+27
40
$1.62M 0.87%
73,147
-2,117
41
$1.58M 0.85%
+47,744
42
$1.57M 0.84%
21,856
-679
43
$1.54M 0.83%
32,795
+100
44
$1.52M 0.82%
12,804
+281
45
$1.49M 0.8%
14,745
+1,664
46
$1.47M 0.79%
38,516
-230
47
$1.47M 0.79%
+76,797
48
$1.43M 0.77%
+10,309
49
$1.42M 0.76%
8,458
-6,152
50
$1.42M 0.76%
49,119
-2,965
1
2
3 4 5