KC
Kinloch Capital Portfolio holdings
AUM
$215M
This Quarter Return
-6.1%
1 Year Return
+16.82%
3 Year Return
+39.06%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(-7.1%)
Cap. Flow
-$1.19M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
35.74%
Holding
73
New
7
Increased
39
Reduced
14
Closed
7
Top Buys
| 1 |
Amcor
AMCR
|
$3.26M |
| 2 |
VF Corp
VFC
|
$2.57M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.18M |
| 4 |
Kontoor Brands
KTB
|
$2.07M |
| 5 |
T Rowe Price
TROW
|
$1.28M |
Top Sells
| 1 |
PBCT
People's United Financial Inc
PBCT
|
$3.12M |
| 2 |
Essex Property Trust
ESS
|
$2.88M |
| 3 |
Federal Realty Investment Trust
FRT
|
$2.81M |
| 4 |
Clorox
CLX
|
$1.92M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$1.23M |
Sector Composition
| 1 | Consumer Staples | 20.55% |
| 2 | Consumer Discretionary | 11% |
| 3 | Healthcare | 10.98% |
| 4 | Industrials | 8.48% |
| 5 | Financials | 7.38% |
