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
$182M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.22M
3
+$4.51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.82M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$1.99M

Top Sells

1
+$4.95M
2
+$2.01M
3
+$1.57M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$281K

Sector Composition

1 Real Estate 1.4%
2 Financials 0.97%
3 Healthcare 0.57%
4 Technology 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$251K 0.14%
9,849
27
$244K 0.13%
+5,256
28
$239K 0.13%
2,021
29
$223K 0.12%
7,939
+209
30
$214K 0.12%
+3,958
31
$214K 0.12%
2,563
-219
32
$124K 0.07%
12,355
+5
33
$111K 0.06%
11,424
34
– –
-2,520
35
– –
-909
1
2