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
$384M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$251K
3
+$230K
4
FIW icon
First Trust Water ETF
FIW
+$221K
5
TSLA icon
Tesla
TSLA
+$221K

Top Sells

1
+$8.59M
2
+$1.23M
3
+$852K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$737K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$660K

Sector Composition

1 Technology 18.73%
2 Healthcare 11.04%
3 Financials 10.5%
4 Consumer Discretionary 9.46%
5 Industrials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.09%
14,774
-54
127
$360K 0.09%
1,858
-22
128
$342K 0.09%
2,410
+16
129
$334K 0.09%
6,456
+358
130
$333K 0.09%
2,409
+64
131
$329K 0.09%
6,300
+20
132
$328K 0.09%
2,000
133
$322K 0.08%
3,299
+223
134
$304K 0.08%
1,556
-9
135
$298K 0.08%
5,895
+300
136
$298K 0.08%
530
137
$291K 0.08%
35,369
-264
138
$280K 0.07%
1,018
+2
139
$277K 0.07%
2,440
+11
140
$273K 0.07%
5,280
+171
141
$262K 0.07%
3,026
-260
142
$251K 0.07%
+1,682
143
$248K 0.06%
5,039
+46
144
$248K 0.06%
992
+40
145
$245K 0.06%
4,931
+42
146
$241K 0.06%
2,826
+281
147
$240K 0.06%
6,017
+173
148
$239K 0.06%
3,733
+149
149
$230K 0.06%
518
+1
150
$230K 0.06%
+1,335
3 4 5
6
7