KC

Kinloch Capital Portfolio holdings

AUM $215M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$9.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.53M
3
+$1.33M
4
VIS icon
Vanguard Industrials ETF
VIS
+$1.27M
5
VDE icon
Vanguard Energy ETF
VDE
+$628K

Top Sells

1
+$6.51M
2
+$1.07M
3
+$211K
4
NUE icon
Nucor
NUE
+$32.4K
5
KMX icon
CarMax
KMX
+$25.8K

Sector Composition

1 Consumer Staples 17.37%
2 Financials 9.93%
3 Industrials 8.67%
4 Healthcare 8.11%
5 Consumer Discretionary 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 1.68%
43,205
+3,261
27
$2.31M 1.66%
14,015
+324
28
$2.27M 1.63%
10,442
+136
29
$2.27M 1.63%
13,682
+302
30
$2.25M 1.62%
23,412
+394
31
$2.23M 1.6%
9,638
+165
32
$2.22M 1.6%
11,815
+211
33
$2.22M 1.59%
21,163
+567
34
$2.2M 1.58%
19,571
+387
35
$2.19M 1.57%
15,642
+458
36
$2.18M 1.57%
18,812
+453
37
$2.16M 1.55%
27,829
+626
38
$2.15M 1.55%
15,972
+381
39
$2.12M 1.52%
14,294
+375
40
$2.09M 1.5%
32,378
+550
41
$2.06M 1.48%
43,803
+297
42
$2.03M 1.46%
11,218
+2,748
43
$1.94M 1.39%
33,939
+932
44
$1.9M 1.37%
87,596
+3,221
45
$1.85M 1.33%
13,846
+531
46
$1.83M 1.32%
25,554
+970
47
$1.64M 1.18%
34,100
48
$1.59M 1.14%
21,000
+8,276
49
$1.53M 1.1%
+15,012
50
$572K 0.41%
17,430
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