KC
Kinloch Capital Portfolio holdings
AUM
$232M
1-Year Est. Return
17.75%
This Fund
S&P 500
1 Year Est. Return
+17.75%
AUM
$232M
AUM Growth
+$3.43M
(+1.5%)
Holding
79
Top Buys
| 1 | +$7.73M | |
| 2 | +$6.2M | |
| 3 | +$552K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$414K |
| 5 |
Amazon
AMZN
|
+$252K |
Top Sells
| 1 | +$5.85M | |
| 2 | +$1.05M | |
| 3 | +$1.03M | |
| 4 |
Amcor
AMCR
|
+$978K |
| 5 |
Hormel Foods
HRL
|
+$925K |
Sector Composition
| 1 | Consumer Staples | 18.45% |
| 2 | Industrials | 12.06% |
| 3 | Healthcare | 10.85% |
| 4 | Utilities | 7.25% |
| 5 | Financials | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mondelez International
MDLZ
$72.4B
| $200K | 0.09% |
3,721
-30
|
|
||
77
GrowGeneration
GRWG
$62.8M
| $51.1K | 0.02% |
34,100
|
|
||
78
Vanguard Consumer Discretionary ETF
VCR
$5.74B
| – | – |
-14,777
|
|
||
79
UnitedHealth
UNH
$258B
| – | – |
-754
|
|