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KC

Kinloch Capital Portfolio holdings

AUM $245M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.02M
3
+$615K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$197K
5
NVDA icon
NVIDIA
NVDA
+$188K

Top Sells

1
+$4.25M
2
+$924K
3
+$734K
4
VOX icon
Vanguard Communication Services ETF
VOX
+$497K
5
KMX icon
CarMax
KMX
+$232K

Sector Composition

1 Consumer Staples 21.92%
2 Industrials 11.61%
3 Healthcare 10.48%
4 Financials 7.37%
5 Utilities 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.76%
30,594
-112
27
$4.01M 1.75%
48,699
+676
28
$3.99M 1.75%
39,685
+368
29
$3.96M 1.73%
28,576
+560
30
$3.96M 1.73%
59,636
+633
31
$3.9M 1.7%
29,091
+410
32
$3.85M 1.68%
63,337
+1,175
33
$3.73M 1.63%
161,469
+2,180
34
$3.7M 1.62%
13,813
+252
35
$3.69M 1.61%
51,812
+1,188
36
$3.66M 1.6%
36,176
+613
37
$3.62M 1.58%
11,916
+76
38
$3.58M 1.57%
28,822
+637
39
$3.56M 1.56%
34,729
+14
40
$3.49M 1.53%
24,820
+201
41
$3.48M 1.52%
22,628
+207
42
$3.44M 1.5%
84,089
+13,717
43
$3.25M 1.42%
29,904
+491
44
$3.14M 1.38%
42,309
+256
45
$3.14M 1.37%
25,439
+868
46
$3.08M 1.35%
22,715
+343
47
$3.02M 1.32%
121,912
+4,295
48
$2.61M 1.14%
29,056
+407
49
$2.5M 1.1%
154,215
+3,040
50
$1.04M 0.45%
4,069
-149
1
2
3 4