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
$186M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$205K
3
+$24.4K
4
JNJ icon
Johnson & Johnson
JNJ
+$11.9K

Top Sells

1
+$704K
2
+$486K
3
+$295K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$275K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$274K

Sector Composition

1 Industrials 1.26%
2 Financials 1.25%
3 Healthcare 0.89%
4 Materials 0.47%
5 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$260K 0.14%
6,149
-36
27
$241K 0.13%
+1,668
28
$239K 0.13%
6,331
29
$234K 0.13%
2,028
-340
30
$226K 0.12%
3,958
31
$224K 0.12%
2,307
32
$217K 0.12%
4,891
33
$210K 0.11%
8,745
-1,599
34
$206K 0.11%
3,580
-1,677
35
$205K 0.11%
+3,447
36
$142K 0.08%
107
37
$113K 0.06%
11,424
1
2