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
76
$705K 0.45%
8,892
-349
77
$688K 0.44%
8,880
-112
78
$687K 0.44%
8,681
+210
79
$684K 0.44%
4,275
+1
80
$653K 0.42%
6,899
-1,885
81
$635K 0.4%
5,817
-642
82
$625K 0.4%
4,967
-20
83
$618K 0.39%
3,369
+688
84
$600K 0.38%
11,538
+113
85
$591K 0.38%
7,646
+57
86
$580K 0.37%
21,541
+1,762
87
$578K 0.37%
11,090
+967
88
$541K 0.34%
7,008
+130
89
$517K 0.33%
7,215
+34
90
$500K 0.32%
17,247
+348
91
$496K 0.32%
6,401
+86
92
$459K 0.29%
4,547
+1
93
$397K 0.25%
3,993
+36
94
$390K 0.25%
2,900
-32
95
$389K 0.25%
15,781
+928
96
$381K 0.24%
3,833
+2
97
$373K 0.24%
3,561
+30
98
$370K 0.24%
3,280
+98
99
$366K 0.23%
2,388
+20
100
$355K 0.23%
3,734
+8
2 3
4
5 6