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
$195M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$229K
2
+$576
3
+$512
4
JNJ icon
Johnson & Johnson
JNJ
+$501
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$436

Top Sells

1
+$4.25M
2
+$2.1M
3
+$1.14M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.14M
5
DOC icon
Healthpeak Properties
DOC
+$1.07M

Sector Composition

1 Healthcare 0.57%
2 Financials 0.53%
3 Consumer Staples 0.43%
4 Technology 0.42%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$262K 0.13%
8,229
27
$240K 0.12%
5,429
-494
28
$237K 0.12%
5,970
29
$236K 0.12%
2,069
30
$226K 0.12%
2,818
+7
31
$225K 0.12%
+2,368
32
$129K 0.07%
11,424
33
– –
-27,231
34
– –
-2,094
35
– –
-10,947
36
– –
-6,512
1
2