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
$358M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$3.09M
3
+$3.01M
4
AXP icon
American Express
AXP
+$2.9M
5
TDY icon
Teledyne Technologies
TDY
+$2.5M

Top Sells

1
+$6.46M
2
+$4.33M
3
+$3.96M
4
NOW icon
ServiceNow
NOW
+$3.05M
5
QID icon
ProShares UltraShort QQQ
QID
+$2.85M

Sector Composition

1 Technology 13.05%
2 Healthcare 10.78%
3 Consumer Discretionary 7.56%
4 Industrials 7.42%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 0.99%
75,014
+32,998
27
$3.52M 0.98%
47,877
+2,312
28
$3.5M 0.98%
137,919
+3,175
29
$3.35M 0.94%
14,749
+569
30
$3.34M 0.93%
13,074
+120
31
$3.32M 0.93%
56,500
+9,123
32
$3.31M 0.93%
7,256
+565
33
$3.3M 0.92%
16,553
+990
34
$3.29M 0.92%
15,380
+867
35
$3.29M 0.92%
8,152
+557
36
$3.24M 0.9%
27,361
+2,393
37
$3.14M 0.88%
25,799
+2,246
38
$3.09M 0.86%
+431,279
39
$3.08M 0.86%
23,196
+1,236
40
$3.05M 0.85%
58,594
+1,560
41
$3.03M 0.85%
16,414
+1,188
42
$3.01M 0.84%
108,830
+6,670
43
$3.01M 0.84%
+107,911
44
$2.93M 0.82%
8,325
+623
45
$2.92M 0.82%
29,933
+5,034
46
$2.9M 0.81%
+20,471
47
$2.84M 0.79%
106,108
+358
48
$2.78M 0.78%
109,362
+3,559
49
$2.72M 0.76%
25,220
+534
50
$2.71M 0.76%
22,795
+6,963
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