KL

Kinsight LLC Portfolio holdings

AUM $176M
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$940K
2
+$241K
3
+$171K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$116K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$70.4K

Top Sells

1
+$1.64M
2
+$565K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$255K
5
GE icon
GE Aerospace
GE
+$15K

Sector Composition

1 Real Estate 2.54%
2 Financials 0.8%
3 Healthcare 0.66%
4 Consumer Staples 0.43%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.13%
7,730
27
$131K 0.08%
12,350
28
$120K 0.07%
909
29
$109K 0.06%
11,424
30
– –
-4,710
1
2