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
$384M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.3M
3
+$3.85M
4
UPS icon
United Parcel Service
UPS
+$3.66M
5
FSLR icon
First Solar
FSLR
+$2.88M

Top Sells

1
+$7.72M
2
+$5.47M
3
+$4.96M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$4.84M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$4.84M

Sector Composition

1 Technology 19.94%
2 Financials 11.71%
3 Healthcare 10.75%
4 Industrials 10.19%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$717K 0.19%
8,518
+14
102
$699K 0.18%
13,236
+659
103
$673K 0.18%
6,655
+56
104
$652K 0.17%
34,887
-5,572
105
$635K 0.17%
23,612
+762
106
$626K 0.16%
6,454
+15
107
$600K 0.16%
5,503
-208
108
$585K 0.15%
1,654
-10
109
$569K 0.15%
6,941
+343
110
$569K 0.15%
28,686
-2,350
111
$523K 0.14%
14,724
-50
112
$523K 0.14%
26,572
113
$495K 0.13%
993
+1
114
$489K 0.13%
2,559
-56
115
$467K 0.12%
1,800
+5
116
$465K 0.12%
+5,649
117
$458K 0.12%
13,458
+136
118
$450K 0.12%
11,523
119
$440K 0.11%
909
+3
120
$426K 0.11%
2,991
+21
121
$415K 0.11%
5,918
+26
122
$392K 0.1%
1,868
-14,980
123
$392K 0.1%
2,250
+100
124
$382K 0.1%
1,771
+15
125
$374K 0.1%
530
3 4
5
6 7