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
$195M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.59M
3
+$2.35M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.24M
5
CIB icon
Grupo Cibest SA
CIB
+$2.18M

Top Sells

1
+$2.87M
2
+$2.08M
3
+$1.88M
4
PAAS icon
Pan American Silver
PAAS
+$1.81M
5
AU icon
AngloGold Ashanti
AU
+$1.8M

Sector Composition

1 Financials 9.55%
2 Industrials 9.24%
3 Healthcare 9.18%
4 Technology 8.29%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.12%
9,160
-400
127
$224K 0.11%
9,793
-204
128
$207K 0.11%
2,200
-16,169
129
$201K 0.1%
13,557
+546
130
$133K 0.07%
+16,400
131
– –
-18,847
132
– –
-76,080
133
– –
-150,451
134
– –
-6,874
135
– –
-12,836
136
– –
-26,835
137
– –
-13,439
138
– –
-33,518
139
– –
-20,491
140
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-40,614
141
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-34,747
142
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-32,605
143
– –
-3,300
144
– –
-17,735
145
– –
-10,424
146
– –
-16,122
147
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-53,601
148
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-4,823
149
– –
-27,267
150
– –
-9,242
3 4 5
6
7