KC

Kinloch Capital Portfolio holdings

AUM $229M
1-Year Est. Return 11.24%
This Quarter Est. Return
1 Year Est. Return
+11.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.27M
3
+$2.11M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$1.82M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.32M

Top Sells

1
+$7.27M
2
+$712K
3
+$551K
4
NUE icon
Nucor
NUE
+$459K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$320K

Sector Composition

1 Consumer Staples 17.07%
2 Financials 9.66%
3 Industrials 8.83%
4 Healthcare 8.64%
5 Consumer Discretionary 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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228
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229
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233
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-1,290
235
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236
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6 7 8 9
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