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
$164M
AUM Growth
-$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$72.8K
3
+$24.6K
4
IBM icon
IBM
IBM
+$19.3K
5
T icon
AT&T
T
+$18.4K

Top Sells

1
+$2.33M
2
+$1.12M
3
+$491K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$489K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K

Sector Composition

1 Real Estate 3.4%
2 Financials 0.82%
3 Healthcare 0.68%
4 Energy 0.57%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.6M 48.07%
908,797
-12,916
2
$22.9M 14%
491,944
-10,506
3
$16.9M 10.35%
410,311
-5,528
4
$15.8M 9.63%
930,650
+4,300
5
$8.17M 5%
201,316
+8,300
6
$5.56M 3.4%
157,425
7
$4.85M 2.96%
49,713
-4,671
8
$3.98M 2.44%
49,054
-901
9
$768K 0.47%
17,254
-45
10
$552K 0.34%
5,649
11
$470K 0.29%
17,751
+695
12
$467K 0.29%
3,766
+198
13
$396K 0.24%
4,035
+4
14
$381K 0.23%
4,710
15
$353K 0.22%
4,305
+180
16
$337K 0.21%
7,678
-196
17
$334K 0.2%
5,028
18
$329K 0.2%
6,621
19
$321K 0.2%
1,746
+105
20
$297K 0.18%
7,241
-825
21
$251K 0.15%
9,849
22
$238K 0.15%
2,902
+6
23
$236K 0.14%
7,730
+117
24
$232K 0.14%
5,993
+325
25
$229K 0.14%
2,021
1
2