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
$190M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.78M
3
+$1.78M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.76M
5
IYT icon
iShares US Transportation ETF
IYT
+$1.76M

Top Sells

1
+$3.03M
2
+$2.75M
3
+$2.53M
4
PIE icon
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
+$2.18M
5
EDC icon
Direxion Daily MSCI Emerging Markets Bull 3X ETF
EDC
+$1.94M

Sector Composition

1 Industrials 8.67%
2 Financials 8.29%
3 Healthcare 7.94%
4 Technology 7.82%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.18%
8,233
-2,375
127
$332K 0.18%
8,087
128
$282K 0.15%
7,963
+7
129
$280K 0.15%
14,511
130
$249K 0.13%
4,139
-8
131
$238K 0.13%
8,934
-45
132
$229K 0.12%
9,560
-340
133
$216K 0.11%
6,612
-83
134
$213K 0.11%
3,922
-116
135
$211K 0.11%
4,636
-56,620
136
$211K 0.11%
2,497
-12,603
137
$205K 0.11%
5,099
-1,814
138
$204K 0.11%
+4,965
139
$171K 0.09%
8,766
-36
140
$165K 0.09%
+66
141
$127K 0.07%
10,573
-137
142
$105K 0.06%
11,090
-300,093
143
$76K 0.04%
14,223
-9,119
144
$51K 0.03%
16,518
+1,193
145
$50K 0.03%
15,782
146
$44K 0.02%
2,748
-40
147
– –
-34,407
148
– –
-7,115
149
– –
-47,744
150
– –
-1,474
3 4 5
6
7