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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
$130M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$2.1M
3
+$1.9M
4
VOX icon
Vanguard Communication Services ETF
VOX
+$1.78M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.24M

Top Sells

1
+$7.3M
2
+$636K
3
+$512K
4
NUE icon
Nucor
NUE
+$347K
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
51
$505K 0.39%
3,808
52
$446K 0.34%
12,835
+592
53
$368K 0.28%
4,840
-320
54
$344K 0.26%
10,692
55
$337K 0.26%
1,515
56
$265K 0.2%
3,606
57
$251K 0.19%
2,465
58
$245K 0.19%
2,007
+45
59
$211K 0.16%
4,712
-162,320
60
$209K 0.16%
3,480
-1,495
61
$204K 0.16%
1,672
62
$203K 0.16%
6,940
-1,170
63
– –
-1,124
64
– –
-1
65
– –
-1,306
66
– –
-1,754
67
– –
-12
68
– –
-1,100
69
– –
-3,310
70
– –
-53
71
– –
0
72
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-31
73
– –
-228
74
– –
-65
75
– –
-76
1 2
3
4 5