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
$191M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$255K
3
+$195K
4
XOM icon
Exxon Mobil
XOM
+$102K

Top Sells

1
+$1M
2
+$782K
3
+$463K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$447K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$315K

Sector Composition

1 Financials 1.64%
2 Industrials 1.38%
3 Healthcare 0.75%
4 Materials 0.47%
5 Technology 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$260K 0.14%
1,641
-105
27
$255K 0.13%
+6,857
28
$247K 0.13%
2,028
29
$241K 0.13%
5,824
-325
30
$230K 0.12%
6,331
31
$222K 0.12%
3,580
32
$211K 0.11%
2,307
33
$201K 0.11%
8,745
34
$151K 0.08%
11,424
35
$104K 0.05%
107
36
– –
-3,958
37
– –
-6,907
38
– –
-3,447
1
2