KL
Kinsight LLC Portfolio holdings
AUM
$176M
1-Year Est. Return
17.21%
1 Year Est. Return
+17.21%
AUM
$185M
AUM Growth
-$5.86M
(-3.1%)
Holding
35
Top Buys
| 1 | +$482K | |
| 2 | +$27.1K | |
| 3 | +$7.31K | |
| 4 |
Southern Company
SO
|
+$249 |
Top Sells
| 1 | +$5.02M | |
| 2 | +$4.97M | |
| 3 | +$1.33M | |
| 4 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
+$1.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.04M |
Sector Composition
| 1 | Financials | 1.93% |
| 2 | Industrials | 1.42% |
| 3 | Healthcare | 0.78% |
| 4 | Materials | 0.46% |
| 5 | Technology | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
IBM
IBM
$286B
| $273K | 0.15% |
1,641
|
|
||
27
Wells Fargo
WFC
$270B
| $272K | 0.15% |
4,891
|
|
||
28
McDonald's
MCD
$213B
| $263K | 0.14% |
2,028
|
|
||
|
NCOM
29
DELISTED
National Commerce Corporation
NCOM
| $258K | 0.14% |
7,057
+200
|
|
||
30
Coca-Cola
KO
$303B
| $239K | 0.13% |
5,620
-204
|
|
||
31
Microsoft
MSFT
$3.69T
| $236K | 0.13% |
3,580
|
|
||
32
Intel
INTC
$182B
| $228K | 0.12% |
6,331
|
|
||
33
Walmart
WMT
$818B
| $201K | 0.11% |
8,382
-363
|
|
||
34
Huntington Bancshares
HBAN
$24.6B
| $153K | 0.08% |
11,424
|
|
||
|
TCON
35
DELISTED
TRACON Pharmaceuticals, Inc. Common Stock
TCON
| $80K | 0.04% |
107
|
|