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

Top Buys

1
+$8.09M
2
+$3.09M
3
+$3.01M
4
AXP icon
American Express
AXP
+$2.9M
5
TDY icon
Teledyne Technologies
TDY
+$2.5M

Top Sells

1
+$6.46M
2
+$4.33M
3
+$3.96M
4
NOW icon
ServiceNow
NOW
+$3.05M
5
QID icon
ProShares UltraShort QQQ
QID
+$2.85M

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
151
$356K 0.1%
1,962
-68
152
$353K 0.1%
2,682
+415
153
$328K 0.09%
7,332
-26,428
154
$326K 0.09%
2,148
155
$321K 0.09%
14,578
+740
156
$317K 0.09%
6,095
+20
157
$312K 0.09%
20,057
+489
158
$303K 0.08%
3,927
-304
159
$300K 0.08%
757
-82
160
$299K 0.08%
809
-3,588
161
$283K 0.08%
1,264
-7
162
$282K 0.08%
2,167
+8
163
$282K 0.08%
1,524
+5
164
$281K 0.08%
+1,586
165
$274K 0.08%
2,397
+58
166
$259K 0.07%
+847
167
$245K 0.07%
1,007
168
$245K 0.07%
+1,612
169
$239K 0.07%
1,080
-18
170
$237K 0.07%
9,292
+1,172
171
$230K 0.06%
9,338
172
$217K 0.06%
2,875
-261
173
$214K 0.06%
+13,432
174
$203K 0.06%
+5,265
175
$59K 0.02%
+10,000
4 5 6
7
8