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
$162M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$204K
3
+$202K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$121K
5
RMTI icon
Rockwell Medical
RMTI
+$57K

Top Sells

1
+$2.97M
2
+$1.69M
3
+$549K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$513K
5
BND icon
Vanguard Total Bond Market
BND
+$44K

Sector Composition

1 Real Estate 3.62%
2 Financials 0.79%
3 Healthcare 0.63%
4 Energy 0.55%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.2M 44.5%
928,834
-21,703
2
$21.6M 13.34%
505,196
-12,828
3
$16.5M 10.15%
416,077
-12,960
4
$11.2M 6.92%
+744,215
5
$10.7M 6.61%
416,505
-115,419
6
$8.17M 5.04%
203,563
+3,012
7
$5.87M 3.62%
157,425
8
$4.77M 2.94%
54,380
-336
9
$4.45M 2.74%
54,958
-544
10
$798K 0.49%
17,706
11
$486K 0.3%
5,649
-12
12
$436K 0.27%
17,056
13
$409K 0.25%
3,568
-92
14
$404K 0.25%
5,295
+70
15
$372K 0.23%
9,131
-1,060
16
$353K 0.22%
4,077
+4
17
$334K 0.21%
8,106
+38
18
$317K 0.2%
6,950
19
$295K 0.18%
4,125
20
$291K 0.18%
1,641
21
$274K 0.17%
6,621
22
$261K 0.16%
5,028
23
$250K 0.15%
2,891
+4
24
$243K 0.15%
9,849
-600
25
$217K 0.13%
5,732
-524
1
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