KC
Kinloch Capital Portfolio holdings
AUM
$215M
This Quarter Return
+5.48%
1 Year Return
+16.82%
3 Year Return
+39.06%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+6.9%)
Cap. Flow
+$3.27M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
32.89%
Holding
68
New
6
Increased
47
Reduced
5
Closed
2
Top Buys
| 1 |
Vanguard Communication Services ETF
VOX
|
$1.71M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.53M |
| 3 |
Vanguard Financials ETF
VFH
|
$1.33M |
| 4 |
Vanguard Industrials ETF
VIS
|
$1.27M |
| 5 |
Vanguard Energy ETF
VDE
|
$628K |
Top Sells
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$6.51M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.07M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$211K |
| 4 |
Nucor
NUE
|
$32.4K |
| 5 |
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% |
