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
$196M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.34M
3
+$2.34M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$2.17M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.81M

Top Sells

1
+$3.51M
2
+$3.14M
3
+$2.6M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.34M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.04M

Sector Composition

1 Industrials 9.75%
2 Financials 7.21%
3 Energy 5.03%
4 Healthcare 4.89%
5 Technology 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.75%
44,204
-119
52
$1.46M 0.74%
67,248
+2,556
53
$1.43M 0.73%
+13,429
54
$1.43M 0.73%
+38,971
55
$1.42M 0.72%
12,523
-500
56
$1.41M 0.72%
34,136
-1,076
57
$1.32M 0.67%
73,493
+30,090
58
$1.31M 0.67%
77,730
-1,700
59
$1.28M 0.66%
38,746
+107
60
$1.28M 0.65%
16,508
-308
61
$1.28M 0.65%
1,358
+52
62
$1.26M 0.64%
35,470
-631
63
$1.24M 0.63%
68,120
-172,168
64
$1.23M 0.63%
18,239
+151
65
$1.23M 0.63%
10,113
-658
66
$1.19M 0.61%
+15,279
67
$1.19M 0.61%
22,956
-760
68
$1.18M 0.6%
18,722
-381
69
$1.15M 0.59%
50,274
+20,355
70
$1.15M 0.59%
216,623
-5,109
71
$1.13M 0.57%
13,081
-100
72
$1.12M 0.57%
27,150
-516
73
$1.08M 0.55%
49,425
+322
74
$1.07M 0.54%
8,020
+155
75
$1.06M 0.54%
23,773
+119
1 2
3
4 5