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
$164M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$72.8K
3
+$24.6K
4
IBM icon
IBM
IBM
+$19.3K
5
T icon
AT&T
T
+$18.4K

Top Sells

1
+$2.33M
2
+$1.12M
3
+$491K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$489K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K

Sector Composition

1 Real Estate 3.4%
2 Financials 0.82%
3 Healthcare 0.68%
4 Energy 0.57%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 0.13%
2,520
+65
27
$137K 0.08%
12,350
28
$127K 0.08%
909
-455
29
$114K 0.07%
11,424
30
– –
-19,125
31
– –
-46,700
1
2