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
$186M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.68M
3
+$1.58M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.47M
5
ROP icon
Roper Technologies
ROP
+$1.43M

Top Sells

1
+$4.37M
2
+$4.36M
3
+$2.32M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$1.99M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.81M

Sector Composition

1 Industrials 10.31%
2 Financials 8.59%
3 Technology 5.85%
4 Energy 5.74%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.75%
15,100
-179
52
$1.39M 0.75%
+28,190
53
$1.39M 0.75%
75,130
-2,600
54
$1.37M 0.74%
49,144
-281
55
$1.36M 0.73%
23,299
+343
56
$1.36M 0.73%
16,192
-316
57
$1.34M 0.72%
18,076
-646
58
$1.34M 0.72%
+37,801
59
$1.32M 0.71%
63,455
-3,793
60
$1.32M 0.71%
17,726
-513
61
$1.31M 0.71%
+26,415
62
$1.3M 0.7%
69,066
-4,427
63
$1.29M 0.7%
35,961
+491
64
$1.29M 0.69%
28,349
+1,199
65
$1.25M 0.67%
23,725
-48
66
$1.23M 0.66%
1,278
-80
67
$1.16M 0.62%
135,580
-4,945
68
$1.14M 0.62%
9,526
-587
69
$1.14M 0.61%
+39,554
70
$1.13M 0.61%
136,964
-2,342
71
$1.11M 0.6%
52,000
-16,120
72
$1.1M 0.59%
+44,494
73
$1.09M 0.59%
37,413
-542
74
$1.09M 0.58%
7,706
-314
75
$1.08M 0.58%
8,075
-12,067
1 2
3
4 5