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
$180M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.38M
3
+$606K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$540K
5
VMC icon
Vulcan Materials
VMC
+$303K

Top Sells

1
+$535K
2
+$441K
3
+$343K
4
WMT icon
Walmart
WMT
+$252K
5
WFC icon
Wells Fargo
WFC
+$238K

Sector Composition

1 Industrials 1.43%
2 Financials 1.14%
3 Healthcare 0.8%
4 Materials 0.52%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$280K 0.16%
6,185
27
$269K 0.15%
5,257
28
$253K 0.14%
1,746
29
$252K 0.14%
10,344
-10,344
30
$235K 0.13%
2,307
31
$231K 0.13%
4,891
-5,043
32
$215K 0.12%
3,958
33
$208K 0.12%
6,331
34
$102K 0.06%
11,424
35
$93K 0.05%
107
36
– –
-9,365
1
2