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
$208M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.13M
3
+$735K
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$625K
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$270K

Top Sells

1
+$2.29M
2
+$634K
3
+$236K
4
GPC icon
Genuine Parts
GPC
+$202K
5
PRA icon
ProAssurance
PRA
+$111K

Sector Composition

1 Financials 0.57%
2 Healthcare 0.56%
3 Consumer Staples 0.52%
4 Real Estate 0.52%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$272K 0.13%
8,229
27
$268K 0.13%
1,746
28
$241K 0.12%
5,923
-1,000
29
$240K 0.12%
5,970
30
$217K 0.1%
+2,069
31
$212K 0.1%
2,811
-94
32
$204K 0.1%
6,512
33
$200K 0.1%
+2,094
34
$126K 0.06%
11,424
35
$103K 0.05%
10,947
-864
36
– –
-1,897
1
2