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
$162M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$204K
3
+$202K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$121K
5
RMTI icon
Rockwell Medical
RMTI
+$57K

Top Sells

1
+$2.97M
2
+$1.69M
3
+$549K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$513K
5
BND icon
Vanguard Total Bond Market
BND
+$44K

Sector Composition

1 Real Estate 3.62%
2 Financials 0.79%
3 Healthcare 0.63%
4 Energy 0.55%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$207K 0.13%
7,613
-175
27
$204K 0.13%
+2,520
28
$202K 0.12%
+2,021
29
$171K 0.11%
1,364
+455
30
$114K 0.07%
12,350
-1,001
31
$94K 0.06%
11,424
1
2