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
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.05M
3
+$529K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$404K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$393K

Top Sells

1
+$2.03M
2
+$279K
3
+$276K
4
MLM icon
Martin Marietta Materials
MLM
+$260K
5
DD icon
DuPont de Nemours
DD
+$209K

Sector Composition

1 Financials 16.22%
2 Healthcare 12.19%
3 Technology 10.41%
4 Materials 5.91%
5 Energy 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$364K 0.2%
15,706
+754
102
$360K 0.19%
29,966
+671
103
$341K 0.18%
3,910
-1,581
104
$336K 0.18%
3,132
-871
105
$326K 0.18%
14,751
-862
106
$324K 0.17%
8,772
+37
107
$318K 0.17%
8,558
-830
108
$309K 0.17%
5,735
+1,041
109
$306K 0.16%
3,067
-667
110
$306K 0.16%
1,149
+22
111
$303K 0.16%
2,477
-78
112
$293K 0.16%
3,595
-695
113
$286K 0.15%
7,361
+23
114
$272K 0.15%
15,340
-7
115
$270K 0.15%
+9,779
116
$256K 0.14%
1,453
-226
117
$256K 0.14%
2,393
-875
118
$255K 0.14%
+2,014
119
$240K 0.13%
3,112
-262
120
$235K 0.13%
5,612
+16
121
$227K 0.12%
610
+10
122
$218K 0.12%
2,129
-125
123
$217K 0.12%
14,872
+383
124
$214K 0.11%
+3,580
125
$211K 0.11%
1,263
-135
2 3 4
5
6