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
$157M
AUM Growth
-$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.26M
3
+$951K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$292K
5
FDUS icon
Fidus Investment
FDUS
+$182K

Top Sells

1
+$1.75M
2
+$1.36M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
SCG
Scana
SCG
+$490K

Sector Composition

1 Healthcare 12.31%
2 Technology 10.66%
3 Materials 7.64%
4 Financials 6.6%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.78%
30,082
+250
52
$1.22M 0.78%
7,114
+59
53
$1.21M 0.77%
3,473
-1
54
$1.21M 0.77%
12,050
+364
55
$1.2M 0.76%
16,580
-14,700
56
$1.14M 0.73%
17,184
+85
57
$1.14M 0.73%
24,522
+21
58
$1.11M 0.71%
7,586
+372
59
$1.1M 0.7%
13,511
+42
60
$1.06M 0.67%
30,804
-9
61
$1.05M 0.67%
11,272
+38
62
$1.04M 0.66%
6,940
+392
63
$1.03M 0.66%
34,467
-337
64
$1M 0.64%
16,446
+951
65
$979K 0.62%
22,531
+1,188
66
$951K 0.61%
+57,675
67
$912K 0.58%
10,226
+163
68
$897K 0.57%
3
69
$882K 0.56%
10,991
+135
70
$821K 0.52%
130,844
+5,339
71
$800K 0.51%
10,718
-2,075
72
$773K 0.49%
4,673
+383
73
$769K 0.49%
26,499
+892
74
$732K 0.47%
6,476
+96
75
$726K 0.46%
49,924
-12,648
1 2
3
4 5