KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.75M
3
+$3.68M
4
COIN icon
Coinbase
COIN
+$2.53M
5
BAC.PRQ icon
Bank of America Depository Shares Series QQ
BAC.PRQ
+$2.51M

Top Sells

1
+$13.3M
2
+$5.27M
3
+$3.79M
4
IAU icon
iShares Gold Trust
IAU
+$3.26M
5
CVS icon
CVS Health
CVS
+$2.99M

Sector Composition

1 Technology 14.02%
2 Healthcare 12.04%
3 Financials 8.82%
4 Industrials 8.41%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 1.13%
29,180
+660
27
$4.74M 1.1%
12,805
+412
28
$4.7M 1.09%
17,416
+389
29
$4.59M 1.06%
55,705
+14,561
30
$4.56M 1.05%
9,267
+469
31
$4.55M 1.05%
53,148
+600
32
$4.51M 1.04%
27,593
+599
33
$4.5M 1.04%
10,225
+1,450
34
$4.13M 0.95%
122,967
+6,400
35
$4M 0.93%
61,183
+2,218
36
$3.86M 0.89%
45,013
+2,614
37
$3.85M 0.89%
32,986
+1,481
38
$3.84M 0.89%
31,884
+2,067
39
$3.81M 0.88%
12,741
-245
40
$3.77M 0.87%
6,661
+380
41
$3.77M 0.87%
80,025
+3,135
42
$3.74M 0.86%
9,986
+355
43
$3.73M 0.86%
22,781
+1,136
44
$3.68M 0.85%
143,923
+5,729
45
$3.65M 0.84%
161,145
+28,668
46
$3.63M 0.84%
+10,574
47
$3.43M 0.79%
69,364
+3,486
48
$3.42M 0.79%
16,377
+189
49
$3.37M 0.78%
5,946
+308
50
$3.29M 0.76%
+108,930
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