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
$192M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$1.67M
3
+$1.65M
4
DD icon
DuPont de Nemours
DD
+$1.55M
5
ADBE icon
Adobe
ADBE
+$1.45M

Top Sells

1
+$3.39M
2
+$1.89M
3
+$1.88M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.8M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.31M

Sector Composition

1 Technology 9.05%
2 Healthcare 8.69%
3 Financials 7.58%
4 Industrials 7.48%
5 Energy 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,922
152
– –
-19,609
153
– –
-66
154
– –
-15,782
155
– –
-8,934
156
– –
-2,497
157
– –
-28,289
158
– –
-15,129
3 4 5 6
7