KC
Kinloch Capital Portfolio holdings
AUM
$215M
1-Year Est. Return
16.82%
1 Year Est. Return
+16.82%
AUM
$215M
AUM Growth
+$5.78M
(+2.8%)
Holding
81
Top Buys
| 1 | +$15.8M | |
| 2 | +$4.25M | |
| 3 | +$858K | |
| 4 |
Oracle
ORCL
|
+$300K |
| 5 |
Target
TGT
|
+$260K |
Top Sells
| 1 | +$7M | |
| 2 | +$5.94M | |
| 3 | +$2.59M | |
| 4 |
Vanguard Energy ETF
VDE
|
+$1.12M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.08M |
Sector Composition
| 1 | Consumer Staples | 23.27% |
| 2 | Industrials | 10.62% |
| 3 | Healthcare | 10.21% |
| 4 | Financials | 7.71% |
| 5 | Utilities | 7.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Starbucks
SBUX
$91.9B
| – | – |
-2,292
|
|
||
77
Vanguard Consumer Staples ETF
VDC
$7.13B
| – | – |
-11,817
|
|
||
|
78
Vanguard Energy ETF
VDE
$7.22B
| – | – |
-8,623
|
|
||
79
Vanguard Financials ETF
VFH
$12.6B
| – | – |
-58,619
|
|
||
80
Vanguard Health Care ETF
VHT
$16.1B
| – | – |
-22,436
|
|
||
|
81
Vanguard Real Estate ETF
VNQ
$33.4B
| – | – |
-11,945
|
|