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
$158M
AUM Growth
+$743K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$433K
2
+$294K
3
+$285K
4
SN
Sanchez Energy Corporation
SN
+$278K
5
UNH icon
UnitedHealth
UNH
+$271K

Top Sells

1
+$509K
2
+$490K
3
+$293K
4
IAU icon
iShares Gold Trust
IAU
+$272K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$244K

Sector Composition

1 Healthcare 12.38%
2 Technology 10.91%
3 Materials 7.55%
4 Energy 6.48%
5 Financials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$201K 0.13%
+600
127
$200K 0.13%
+3,525
128
$200K 0.13%
+2,399
129
$164K 0.1%
+2,508
130
$60K 0.04%
+30,000
131
$51K 0.03%
+10,800
132
$44K 0.03%
+1,684
133
– –
-7,959
134
– –
-3,094
2 3 4 5
6