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
$384M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.3M
3
+$3.85M
4
UPS icon
United Parcel Service
UPS
+$3.66M
5
FSLR icon
First Solar
FSLR
+$2.88M

Top Sells

1
+$7.72M
2
+$5.47M
3
+$4.96M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.84M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.84M

Sector Composition

1 Technology 19.94%
2 Financials 11.71%
3 Healthcare 10.75%
4 Industrials 10.19%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.88M 1.27%
21,105
-3,029
27
$4.79M 1.25%
11,989
-366
28
$4.72M 1.23%
35,785
-293
29
$4.69M 1.22%
38,761
-825
30
$4.67M 1.22%
24,904
-454
31
$4.59M 1.19%
35,030
-1,852
32
$4.28M 1.12%
100,587
-2,649
33
$4.27M 1.11%
27,139
+23,298
34
$4.17M 1.09%
28,280
-996
35
$4.14M 1.08%
9,145
-209
36
$4.03M 1.05%
1,137
-41
37
$3.92M 1.02%
10,986
-180
38
$3.9M 1.01%
14,963
-131
39
$3.86M 1%
17,329
-354
40
$3.85M 1%
+26,204
41
$3.4M 0.89%
24,455
-644
42
$3.39M 0.88%
9,669
-173
43
$3.24M 0.84%
43,570
-1,185
44
$3.14M 0.82%
7,045
-249
45
$3.13M 0.81%
51,482
-170
46
$3.12M 0.81%
22,918
-857
47
$3.07M 0.8%
19,825
+9,995
48
$3.06M 0.8%
5,402
-189
49
$3M 0.78%
27,208
-727
50
$2.92M 0.76%
33,175
-1,014
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