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
$173M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.51M
3
+$1.47M
4
WYNN icon
Wynn Resorts
WYNN
+$1.4M
5
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$1M

Top Sells

1
+$3.27M
2
+$2.2M
3
+$1.92M
4
AET
Aetna Inc
AET
+$1.89M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.81M

Sector Composition

1 Healthcare 10.3%
2 Industrials 9.83%
3 Financials 8.56%
4 Technology 8.05%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.12%
13,584
+14
127
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-38,798
128
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-47,878
129
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-12,279
130
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-40,706
131
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-36,972
132
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-456,432
133
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-9,872
134
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-30,064
135
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-5,826
136
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-17,779
137
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-12,064
138
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-20,733
139
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-20,000
140
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-12,742
2 3 4 5
6