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
101
$723K 0.37%
51,548
+643
102
$705K 0.36%
35,568
-676
103
$690K 0.35%
24,378
+1,237
104
$609K 0.31%
24,119
+874
105
$594K 0.3%
19,489
+711
106
$575K 0.29%
9,696
107
$568K 0.29%
24,878
-873
108
$568K 0.29%
7,205
-582
109
$543K 0.28%
15,146
+1,232
110
$528K 0.27%
4,648
-784
111
$519K 0.26%
20,118
+3,194
112
$511K 0.26%
3
113
$481K 0.25%
4,276
-2,435
114
$411K 0.21%
17,911
115
$401K 0.2%
7,274
+251
116
$401K 0.2%
16,199
-1
117
$386K 0.2%
34,005
118
$371K 0.19%
5,555
-1,377
119
$362K 0.18%
16,480
+2,088
120
$342K 0.17%
+6,814
121
$315K 0.16%
8,087
122
$312K 0.16%
6,665
-787
123
$282K 0.14%
6,908
-413
124
$282K 0.14%
14,511
125
$266K 0.14%
36,710
-1,241
2 3 4
5
6