KC
Kingfisher Capital Portfolio holdings
AUM
$437M
This Quarter Return
+8.57%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$186M
AUM Growth
+$186M
(-5.3%)
Cap. Flow
-$24.3M
Cap. Flow
% of AUM
-13.08%
Top 10 Holdings %
Top 10 Hldgs %
21.06%
Holding
157
New
20
Increased
22
Reduced
90
Closed
17
Top Buys
| 1 |
Carnival Corp
CCL
|
$1.91M |
| 2 |
iShares MSCI South Korea ETF
EWY
|
$1.68M |
| 3 |
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
|
$1.58M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.47M |
| 5 |
Roper Technologies
ROP
|
$1.43M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.37M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$4.36M |
| 3 |
Direxion Daily Mid Cap Bull 3X Shares
MIDU
|
$2.32M |
| 4 |
VanEck Agribusiness ETF
MOO
|
$1.99M |
| 5 |
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% |
