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
$174M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.1M
3
+$3.89M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$3.84M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.93M

Top Sells

1
+$6.2M
2
+$4.92M
3
+$3.87M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.11M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$3.1M

Sector Composition

1 Energy 0.73%
2 Healthcare 0.72%
3 Financials 0.66%
4 Consumer Staples 0.55%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$287K 0.17%
6,185
-83
27
$281K 0.16%
3,958
28
$253K 0.15%
1,746
29
$231K 0.13%
8,229
30
$226K 0.13%
2,307
-523
31
$205K 0.12%
6,331
32
$149K 0.09%
107
33
$109K 0.06%
11,424
34
– –
-10,060
35
– –
-1,994
1
2