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
$432M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$3.75M
3
+$3.68M
4
COIN icon
Coinbase
COIN
+$2.53M
5
BAC.PRQ icon
Bank of America Depository Shares Series QQ
BAC.PRQ
+$2.51M

Top Sells

1
+$13.3M
2
+$5.27M
3
+$3.79M
4
IAU icon
iShares Gold Trust
IAU
+$3.26M
5
CVS icon
CVS Health
CVS
+$2.99M

Sector Composition

1 Technology 14.02%
2 Healthcare 12.04%
3 Financials 8.82%
4 Industrials 8.41%
5 Consumer Discretionary 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$689K 0.16%
25,727
+387
127
$682K 0.16%
13,124
-1,128
128
$670K 0.15%
6,309
-940
129
$633K 0.15%
7,417
+38
130
$584K 0.14%
4,980
+57
131
$553K 0.13%
+8,071
132
$544K 0.13%
14,914
+240
133
$540K 0.12%
8,526
+47
134
$538K 0.12%
1,530
135
$530K 0.12%
6,745
-306
136
$523K 0.12%
1,042
+3
137
$520K 0.12%
2,338
-731
138
$499K 0.12%
8,517
+29
139
$492K 0.11%
4,584
-11,233
140
$480K 0.11%
7,845
-888
141
$465K 0.11%
4,263
-1,822
142
$450K 0.1%
40,239
+787
143
$428K 0.1%
826
+2
144
$401K 0.09%
7,477
-32
145
$386K 0.09%
21,486
+494
146
$384K 0.09%
4,457
-9
147
$377K 0.09%
14,945
+2,930
148
$371K 0.09%
1,781
-138
149
$371K 0.09%
894
+1
150
$368K 0.09%
1,372
+2
4 5
6
7 8