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
$157M
AUM Growth
-$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.26M
3
+$951K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$292K
5
FDUS icon
Fidus Investment
FDUS
+$182K

Top Sells

1
+$1.75M
2
+$1.36M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
SCG
Scana
SCG
+$490K

Sector Composition

1 Healthcare 12.31%
2 Technology 10.66%
3 Materials 7.64%
4 Financials 6.6%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.24%
23,776
+146
27
$1.9M 1.21%
25,060
-429
28
$1.86M 1.18%
10,887
+321
29
$1.83M 1.17%
38,327
+1,752
30
$1.73M 1.1%
6,175
-42
31
$1.72M 1.1%
32,260
-251
32
$1.72M 1.1%
11,175
-54
33
$1.67M 1.06%
7,549
+241
34
$1.6M 1.02%
11,665
+114
35
$1.53M 0.97%
13,011
+256
36
$1.5M 0.96%
18,798
+268
37
$1.49M 0.95%
31,719
+335
38
$1.49M 0.95%
44,190
+2,985
39
$1.43M 0.91%
21,386
+135
40
$1.42M 0.9%
25,042
-231
41
$1.41M 0.9%
13,624
-1,345
42
$1.34M 0.85%
44,867
+596
43
$1.31M 0.83%
21,682
-28,953
44
$1.3M 0.83%
3,841
+13
45
$1.29M 0.82%
6,870
+304
46
$1.29M 0.82%
70,997
-224
47
$1.28M 0.82%
11,870
+61
48
$1.27M 0.81%
19,679
+252
49
$1.26M 0.8%
+54,810
50
$1.23M 0.78%
14,173
+181
1
2
3 4 5