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
$229M
AUM Growth
+$13.8M
(+6.4%)
Holding
77
Top Buys
| 1 | +$5.63M | |
| 2 | +$1.02M | |
| 3 | +$615K | |
| 4 |
First Trust Preferred Securities and Income ETF
FPE
|
+$197K |
| 5 |
NVIDIA
NVDA
|
+$188K |
Top Sells
| 1 | +$4.25M | |
| 2 | +$924K | |
| 3 | +$734K | |
| 4 |
Vanguard Communication Services ETF
VOX
|
+$497K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Vanguard Industrials ETF
VIS
$7.04B
| – | – |
-15,189
|
|
||
77
Vanguard Utilities ETF
VPU
$8.68B
| – | – |
-5,233
|
|