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
$203M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$6.16M
3
+$5.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.19M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$2.6M

Top Sells

1
+$5.06M
2
+$2.26M
3
+$1.73M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.32M
5
SFBS icon
ServisFirst Bancshares
SFBS
+$432K

Sector Composition

1 Financials 0.64%
2 Healthcare 0.56%
3 Technology 0.55%
4 Real Estate 0.54%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$277K 0.14%
3,958
27
$268K 0.13%
1,746
-27
28
$243K 0.12%
8,229
+290
29
$237K 0.12%
2,905
+342
30
$236K 0.12%
+6,512
31
$235K 0.12%
5,970
-473
32
$202K 0.1%
+1,897
33
$125K 0.06%
11,811
-544
34
$120K 0.06%
11,424
35
– –
-30,000
1
2