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
$157M
AUM Growth
-$348K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$1.26M
3
+$951K
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$292K
5
FDUS icon
Fidus Investment
FDUS
+$182K

Top Sells

1
+$1.75M
2
+$1.36M
3
+$1.31M
4
AMZN icon
Amazon
AMZN
+$1.06M
5
SCG
Scana
SCG
+$490K

Sector Composition

1 Healthcare 12.31%
2 Technology 10.66%
3 Materials 7.64%
4 Financials 6.6%
5 Energy 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-11,244
127
– –
-10,256
128
– –
-908
2 3 4 5
6