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
151
$354K 0.08%
5,908
-1,314
152
$353K 0.08%
+17,002
153
$348K 0.08%
6,155
+25
154
$341K 0.08%
2,319
+14
155
$333K 0.08%
15,183
+60
156
$314K 0.07%
16,137
-86,519
157
$307K 0.07%
1,006
+3
158
$306K 0.07%
11,966
-323
159
$297K 0.07%
843
+3
160
$288K 0.07%
1,820
+2
161
$280K 0.06%
2,283
-16
162
$279K 0.06%
2,988
+12
163
$276K 0.06%
+11,006
164
$271K 0.06%
762
-17
165
$270K 0.06%
2,037
-85
166
$267K 0.06%
1,207
-326
167
$262K 0.06%
1,060
+4
168
$262K 0.06%
9,834
+1,881
169
$237K 0.05%
2,500
170
$230K 0.05%
+8,823
171
$225K 0.05%
516
172
$220K 0.05%
8,661
+42
173
$220K 0.05%
5,576
-5,809
174
$218K 0.05%
942
+44
175
$218K 0.05%
8,216
4 5 6
7
8