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
51
$3.26M 0.75%
12,795
+1,034
52
$3.24M 0.75%
8,149
+653
53
$3.13M 0.72%
30,448
+1,632
54
$3.09M 0.72%
120,271
+4,601
55
$3.09M 0.71%
53,981
+3,958
56
$3.08M 0.71%
22,488
+6,168
57
$3.03M 0.7%
19,544
+2,455
58
$3M 0.69%
14,363
+1,504
59
$2.94M 0.68%
6,720
+310
60
$2.91M 0.67%
17,292
+93
61
$2.84M 0.66%
15,604
+1,128
62
$2.79M 0.64%
26,569
+662
63
$2.71M 0.63%
32,018
+2,423
64
$2.6M 0.6%
7,928
+620
65
$2.58M 0.6%
110,402
+36,395
66
$2.58M 0.6%
24,620
+1,640
67
$2.56M 0.59%
10,912
-5,604
68
$2.56M 0.59%
+35,540
69
$2.54M 0.59%
+100,231
70
$2.5M 0.58%
119,226
+41,611
71
$2.49M 0.58%
+1,039
72
$2.49M 0.58%
+12,650
73
$2.47M 0.57%
+96,627
74
$2.39M 0.55%
14,361
-10,041
75
$2.37M 0.55%
40,159
+103
1 2
3
4 5