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
$166M
AUM Growth
+$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.33M
3
+$435
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$384

Top Sells

1
+$10.2M
2
+$606K
3
+$434K
4
BND icon
Vanguard Total Bond Market
BND
+$401K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$317K

Sector Composition

1 Real Estate 3.13%
2 Financials 0.83%
3 Healthcare 0.64%
4 Energy 0.54%
5 Consumer Staples 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.5M 47.22%
921,713
-7,121
2
$23.1M 13.91%
502,450
-2,746
3
$17.3M 10.43%
415,839
-238
4
$15.4M 9.25%
926,350
+182,135
5
$7.94M 4.78%
193,016
-10,547
6
$5.22M 3.14%
54,384
+4
7
$5.21M 3.13%
157,425
8
$4M 2.41%
49,955
-5,003
9
$2.33M 1.4%
+46,700
10
$839K 0.5%
17,299
-407
11
$572K 0.34%
5,649
12
$491K 0.3%
19,125
-397,380
13
$479K 0.29%
3,568
14
$453K 0.27%
17,056
15
$369K 0.22%
4,031
-46
16
$337K 0.2%
8,066
-1,065
17
$333K 0.2%
4,710
-585
18
$324K 0.2%
7,874
-232
19
$311K 0.19%
4,125
20
$301K 0.18%
6,621
21
$299K 0.18%
5,028
22
$294K 0.18%
1,641
23
$258K 0.16%
9,849
24
$252K 0.15%
2,896
+5
25
$237K 0.14%
2,021
1
2