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
$149M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$399K
2
+$170K
3
+$98K
4
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$92.1K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$69.9K

Top Sells

1
+$14.3M
2
+$6.38M
3
+$3.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.75M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$996K

Sector Composition

1 Healthcare 0.78%
2 Financials 0.7%
3 Consumer Staples 0.55%
4 Technology 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240K 0.16%
5,429
27
$233K 0.16%
2,368
28
$224K 0.15%
2,824
+6
29
$211K 0.14%
2,069
30
$121K 0.08%
11,424
31
$98K 0.07%
+50
32
– –
-78,557
33
– –
-5,970
1
2