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
$171M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$6.73M
3
+$5.24M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$3.46M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$1.8M

Top Sells

1
+$6.51M
2
+$4.06M
3
+$92K
4
WMT icon
Walmart
WMT
+$30K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$21.8K

Sector Composition

1 Healthcare 0.77%
2 Financials 0.61%
3 Technology 0.59%
4 Industrials 0.46%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$265K 0.15%
10,060
+20
27
$252K 0.15%
8,229
28
$249K 0.15%
2,830
+6
29
$230K 0.13%
1,746
30
$218K 0.13%
+6,331
31
$211K 0.12%
10,344
-1,470
32
$210K 0.12%
1,994
-75
33
$197K 0.11%
107
+57
34
$126K 0.07%
11,424
1
2