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
$358M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$2.98M
3
+$2.87M
4
AXP icon
American Express
AXP
+$2.7M
5
DFH icon
Dream Finders Homes
DFH
+$2.35M

Top Sells

1
+$5.99M
2
+$4.43M
3
+$3.92M
4
NOW icon
ServiceNow
NOW
+$3.05M
5
QID icon
ProShares UltraShort QQQ
QID
+$2.92M

Sector Composition

1 Technology 13.05%
2 Healthcare 10.78%
3 Consumer Discretionary 7.56%
4 Industrials 7.42%
5 Financials 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$624K 0.17%
4,245
-241
127
$619K 0.17%
2,242
-14
128
$577K 0.16%
7,324
+53
129
$576K 0.16%
3,081
+226
130
$544K 0.15%
7,160
+48
131
$512K 0.14%
14,475
132
$504K 0.14%
4,946
+9
133
$503K 0.14%
4,797
+55
134
$502K 0.14%
16,045
+510
135
$498K 0.14%
+9,340
136
$496K 0.14%
6,017
-502
137
$492K 0.14%
8,434
-743
138
$490K 0.14%
6,577
-86,773
139
$482K 0.13%
8,636
+41
140
$441K 0.12%
8,528
+527
141
$428K 0.12%
11,137
+775
142
$415K 0.12%
872
-11
143
$401K 0.11%
1,079
+87
144
$391K 0.11%
37,934
+823
145
$391K 0.11%
+20,000
146
$377K 0.11%
1,401
-54
147
$365K 0.1%
14,165
+26
148
$364K 0.1%
+1,021
149
$357K 0.1%
2,732
-21,773
150
$356K 0.1%
1,962
-68
4 5
6
7 8