KL

Kinsight LLC Portfolio holdings

AUM $176M
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$9.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$99.3K
2
+$6.67K
3
+$6.12K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$37

Top Sells

1
+$3.32M
2
+$1.69M
3
+$1.54M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$1.11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$957K

Sector Composition

1 Financials 1.82%
2 Healthcare 0.78%
3 Materials 0.5%
4 Industrials 0.41%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
26
Philip Morris
PM
$239B
$242K 0.14%
2,057
-490
MMM icon
27
3M
MMM
$87.6B
$241K 0.14%
1,384
-837
INTC icon
28
Intel
INTC
$182B
$220K 0.13%
6,512
+181
KO icon
29
Coca-Cola
KO
$303B
$216K 0.12%
4,827
-793
WMT icon
30
Walmart
WMT
$818B
$208K 0.12%
8,232
-150
HBAN icon
31
Huntington Bancshares
HBAN
$24.6B
$154K 0.09%
11,424
TCON
32
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
$51K 0.03%
107
IBM icon
33
IBM
IBM
$286B
– –
-1,641
MCD icon
34
McDonald's
MCD
$213B
– –
-2,028
TSS
35
DELISTED
Total System Services, Inc.
TSS
– –
-31,615
1
2