KC
Kinloch Capital Portfolio holdings
AUM $215M
1-Year Return
16.82%
This Quarter Return
+13.76%
1 Year Return
+16.82%
3 Year Return
+39.06%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.07%
Holding
234
New
229
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
+$7.39M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$5.22M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
+$3.87M |
| 4 |
Vanguard Communication Services ETF
VOX
|
+$3.26M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
+$3.09M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 18.06% |
| 2 | Financials | 9.88% |
| 3 | Healthcare | 8.69% |
| 4 | Industrials | 7.74% |
| 5 | Consumer Discretionary | 7.42% |
