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
$195M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$3.9M
3
+$3.6M
4
APO icon
Apollo Global Management
APO
+$3.51M
5
BN icon
Brookfield
BN
+$3.29M

Top Sells

1
+$9.01M
2
+$6.36M
3
+$4.18M
4
LNG icon
Cheniere Energy
LNG
+$2.01M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$1.97M

Sector Composition

1 Technology 13.15%
2 Financials 11.42%
3 Healthcare 10.26%
4 Consumer Discretionary 5.18%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.98%
43,282
+19,933
27
$1.91M 0.98%
23,606
+6,058
28
$1.87M 0.96%
21,914
+1,057
29
$1.83M 0.94%
6,428
-445
30
$1.78M 0.91%
45,239
-2,519
31
$1.77M 0.91%
+2,298
32
$1.77M 0.91%
14,298
+440
33
$1.69M 0.87%
12,870
-436
34
$1.69M 0.87%
11,723
+402
35
$1.63M 0.84%
5,754
+426
36
$1.63M 0.84%
5,231
-783
37
$1.63M 0.84%
+24,091
38
$1.58M 0.81%
74,472
+38,263
39
$1.57M 0.81%
21,991
+392
40
$1.57M 0.81%
+17,474
41
$1.57M 0.8%
18,928
+2,285
42
$1.55M 0.8%
+14,299
43
$1.51M 0.78%
12,317
-1,208
44
$1.5M 0.77%
+69,369
45
$1.44M 0.74%
+4,516
46
$1.38M 0.71%
+23,204
47
$1.37M 0.71%
29,454
+412
48
$1.36M 0.7%
+18,175
49
$1.35M 0.69%
+15,099
50
$1.34M 0.69%
13,846
+1,259
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