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
76
$2.32M 0.54%
22,466
+1,333
77
$2.24M 0.52%
+60,457
78
$2.24M 0.52%
69,770
+7,070
79
$2.22M 0.51%
10,253
+464
80
$2.2M 0.51%
+8,705
81
$2.15M 0.5%
+3,302
82
$2.13M 0.49%
8,812
+23
83
$2.04M 0.47%
23,842
+10,151
84
$2.04M 0.47%
17,795
-122
85
$2.01M 0.46%
17,584
+1,422
86
$1.93M 0.45%
32,218
+2,565
87
$1.87M 0.43%
27,617
+1,277
88
$1.77M 0.41%
13,673
+925
89
$1.73M 0.4%
38,822
+3,008
90
$1.69M 0.39%
9,244
+32
91
$1.63M 0.38%
64,545
+2,458
92
$1.6M 0.37%
+38,293
93
$1.6M 0.37%
+15,732
94
$1.53M 0.35%
8,922
+9
95
$1.51M 0.35%
55,845
+364
96
$1.5M 0.35%
9,181
+31
97
$1.34M 0.31%
7,084
-6,491
98
$1.28M 0.3%
+5,490
99
$1.23M 0.28%
3,836
+5
100
$1.19M 0.28%
21,244
+1,686
2 3
4
5 6