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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
51
$716K 0.31%
1,610
52
$640K 0.28%
2,028
-5
53
$602K 0.26%
789
54
$593K 0.26%
2,438
+33
55
$562K 0.25%
5,825
+524
56
$402K 0.18%
776
-26
57
$389K 0.17%
10,947
58
$386K 0.17%
1,373
59
$384K 0.17%
10,086
60
$366K 0.16%
4,364
+23
61
$322K 0.14%
794
62
$315K 0.14%
1,047
63
$300K 0.13%
3,274
64
$280K 0.12%
4,577
-165
65
$265K 0.12%
361
+5
66
$260K 0.11%
754
-29
67
$260K 0.11%
4,754
+290
68
$252K 0.11%
1,252
-420
69
$234K 0.1%
3,751
70
$222K 0.1%
2,675
71
$211K 0.09%
419
-137
72
$202K 0.09%
+1,081
73
$63.8K 0.03%
34,100
74
– –
-981
75
– –
-3,448
1 2
3
4