KC
Kingfisher Capital Portfolio holdings
AUM
$437M
This Quarter Return
+4.12%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$169M
AUM Growth
+$169M
(+7.3%)
Cap. Flow
+$5.83M
Cap. Flow
% of AUM
3.45%
Top 10 Holdings %
Top 10 Hldgs %
19.35%
Holding
293
New
167
Increased
59
Reduced
52
Closed
11
Top Buys
| 1 |
ProShares Ultra Russell2000
UWM
|
$2.78M |
| 2 |
McKesson
MCK
|
$1.58M |
| 3 |
Core Laboratories
CLB
|
$1.53M |
| 4 |
SRCL
Stericycle Inc
SRCL
|
$1.51M |
| 5 |
Murphy Oil
MUR
|
$1.43M |
Top Sells
| 1 |
ProShares UltraShort S&P500
SDS
|
$4.69M |
| 2 |
Micron Technology
MU
|
$1.76M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.7M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.5M |
| 5 |
UnitedHealth
UNH
|
$1.41M |
Sector Composition
| 1 | Healthcare | 11.16% |
| 2 | Industrials | 11.13% |
| 3 | Financials | 8.43% |
| 4 | Technology | 8.23% |
| 5 | Consumer Staples | 7.05% |
