KC

Kingfisher Capital Portfolio holdings

AUM $437M
1-Year Est. Return 41.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.75M
3
+$3.68M
4
COIN icon
Coinbase
COIN
+$2.53M
5
BAC.PRQ icon
Bank of America Depository Shares Series QQ
BAC.PRQ
+$2.51M

Top Sells

1
+$13.3M
2
+$5.27M
3
+$3.79M
4
IAU icon
iShares Gold Trust
IAU
+$3.26M
5
CVS icon
CVS Health
CVS
+$2.99M

Sector Composition

1 Technology 14.02%
2 Healthcare 12.04%
3 Financials 8.82%
4 Industrials 8.41%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.27%
44,363
-40
102
$1.15M 0.27%
45,143
-558
103
$1.13M 0.26%
+4,440
104
$1.1M 0.25%
+11,168
105
$1.1M 0.25%
+25,489
106
$1.1M 0.25%
+37,660
107
$1.07M 0.25%
39,801
+102
108
$962K 0.22%
5,539
+7
109
$941K 0.22%
6,952
-65
110
$935K 0.22%
2,256
+4
111
$901K 0.21%
2
112
$879K 0.2%
14,852
-30
113
$842K 0.19%
5,820
114
$833K 0.19%
4,852
+2
115
$832K 0.19%
32,017
+216
116
$819K 0.19%
5,206
117
$809K 0.19%
3,774
-26
118
$808K 0.19%
2,926
119
$807K 0.19%
31,802
-297
120
$806K 0.19%
16,713
121
$791K 0.18%
4,626
+310
122
$785K 0.18%
6,065
+38
123
$709K 0.16%
5,125
-38,134
124
$706K 0.16%
2,801
-230
125
$702K 0.16%
13,712
+11
3 4
5
6 7