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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
1
$17.2M 7.54%
184,728
-8,400
2
$10.6M 4.63%
580,481
+10,926
3
$5.85M 2.56%
+14,777
4
$5.82M 2.54%
97,073
-1,431
5
$5.68M 2.48%
24,530
+372
6
$5.48M 2.4%
8,952
+1,726
7
$5.26M 2.3%
28,036
-2,783
8
$4.99M 2.18%
17,674
+10
9
$4.94M 2.16%
31,444
+126
10
$4.8M 2.1%
10,058
-54
11
$4.72M 2.06%
28,195
-34
12
$4.7M 2.06%
35,528
+38
13
$4.46M 1.95%
26,129
14
$4.45M 1.95%
13,047
+44
15
$4.4M 1.92%
58,277
+206
16
$4.31M 1.89%
26,584
+419
17
$4.26M 1.86%
37,779
+452
18
$4.25M 1.86%
71,173
+512
19
$4.24M 1.86%
64,229
+761
20
$4.18M 1.83%
22,526
+231
21
$4.14M 1.81%
37,022
-556
22
$4.08M 1.78%
25,793
+250
23
$4.05M 1.77%
39,315
-223
24
$4.04M 1.77%
42,447
+296
25
$4.02M 1.76%
25,909
+319
1
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