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
$166M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.33M
3
+$435
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$384

Top Sells

1
+$10.2M
2
+$606K
3
+$434K
4
BND icon
Vanguard Total Bond Market
BND
+$401K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$317K

Sector Composition

1 Real Estate 3.13%
2 Financials 0.83%
3 Healthcare 0.64%
4 Energy 0.54%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$234K 0.14%
5,668
-64
27
$221K 0.13%
7,613
28
$204K 0.12%
2,455
-65
29
$157K 0.09%
1,364
30
$122K 0.07%
12,350
31
$110K 0.07%
11,424
32
– –
-6,950
1
2