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
76
$1.08M 0.58%
14,296
-42
77
$1.07M 0.57%
209,268
-7,355
78
$1.06M 0.57%
+12,380
79
$1.04M 0.56%
21,014
-726
80
$1.02M 0.55%
+21,571
81
$1.02M 0.55%
15,124
+3,608
82
$991K 0.53%
11,756
-356
83
$987K 0.53%
12,119
-15,063
84
$982K 0.53%
21,631
-33,180
85
$978K 0.53%
18,554
-934
86
$976K 0.53%
26,503
-153
87
$950K 0.51%
25,653
-1,486
88
$912K 0.49%
25,588
-889
89
$903K 0.49%
30,477
-43,324
90
$883K 0.48%
21,377
+84
91
$828K 0.45%
11,599
-287
92
$828K 0.45%
17,001
-592
93
$808K 0.43%
9,746
+103
94
$804K 0.43%
34,407
-1,161
95
$759K 0.41%
11,060
-662
96
$748K 0.4%
8,171
-480
97
$737K 0.4%
10,424
-215
98
$732K 0.39%
15,076
-914
99
$667K 0.36%
22,888
-1,490
100
$645K 0.35%
40,320
-144,985
2 3
4
5 6