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
76
$1.04M 0.53%
16,954
+620
77
$1.04M 0.53%
27,139
+537
78
$1.03M 0.53%
37,955
79
$1.03M 0.53%
139,306
+2,230
80
$1.03M 0.52%
14,338
+289
81
$1.03M 0.52%
19,488
+8,574
82
$1.01M 0.52%
26,656
-277
83
$1M 0.51%
12,298
+476
84
$984K 0.5%
31,461
-614
85
$937K 0.48%
140,525
-2,519
86
$919K 0.47%
12,112
-51
87
$918K 0.47%
28,278
-536
88
$914K 0.47%
21,740
-406
89
$874K 0.45%
+11,722
90
$834K 0.43%
16,464
-587
91
$808K 0.41%
26,477
-539
92
$807K 0.41%
21,293
+6
93
$789K 0.4%
11,886
-412
94
$789K 0.4%
17,593
-4
95
$767K 0.39%
9,643
-310
96
$762K 0.39%
15,990
-13,865
97
$750K 0.38%
8,651
+4
98
$743K 0.38%
15,237
-424
99
$737K 0.38%
11,516
100
$733K 0.37%
10,639
-7
2 3
4
5 6