KC
Kingfisher Capital Portfolio holdings
AUM
$437M
1-Year Return
41.7%
This Quarter Return
-1.72%
1 Year Return
+41.7%
3 Year Return
+58.48%
5 Year Return
+141.66%
10 Year Return
+286.97%
AUM
$363M
AUM Growth
+$13.4M
(+3.8%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
6.56%
Top 10 Holdings %
Top 10 Hldgs %
26.28%
Holding
190
New
22
Increased
117
Reduced
23
Closed
14
Top Buys
| 1 |
ProShares UltraPro Short QQQ
SQQQ
|
$19.7M |
| 2 |
Direxion Daily S&P 500 Bear 3x Shares
SPXS
|
$19.2M |
| 3 |
Mid-America Apartment Communities
MAA
|
$4.04M |
| 4 |
Apple
AAPL
|
$3.83M |
| 5 |
Prologis
PLD
|
$3.23M |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$18.2M |
| 2 |
ProShares UltraPro Short Dow 30
SDOW
|
$17.7M |
| 3 |
iShares Gold Trust
IAU
|
$8.55M |
| 4 |
Sixth Street Specialty
TSLX
|
$5.39M |
| 5 |
Freeport-McMoran
FCX
|
$1.72M |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Financials | 10.53% |
| 3 | Healthcare | 10.36% |
| 4 | Consumer Discretionary | 7.49% |
| 5 | Energy | 6.68% |
