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
101
$609K 0.33%
9,346
-350
102
$605K 0.33%
6,877
-328
103
$604K 0.33%
15,146
104
$589K 0.32%
24,806
-72
105
$555K 0.3%
22,770
-1,349
106
$534K 0.29%
3
107
$522K 0.28%
4,752
+476
108
$518K 0.28%
4,534
-114
109
$471K 0.25%
6,823
+1,268
110
$468K 0.25%
18,042
+131
111
$452K 0.24%
19,177
+2,978
112
$417K 0.22%
34,450
+445
113
$409K 0.22%
4,978
-18,965
114
$397K 0.21%
10,608
+2,716
115
$354K 0.19%
15,133
-4,985
116
$343K 0.18%
16,280
-200
117
$337K 0.18%
8,087
118
$331K 0.18%
7,115
+450
119
$315K 0.17%
14,511
120
$284K 0.15%
6,801
-107
121
$264K 0.14%
7,956
+8
122
$258K 0.14%
+6,913
123
$235K 0.13%
8,979
124
$227K 0.12%
4,147
-2,667
125
$220K 0.12%
4,038
-36,592
3 4
5
6 7