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
$169M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$263K
3
+$172K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$121K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$72.1K

Top Sells

1
+$1.64M
2
+$582K
3
+$381K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$263K
5
GE icon
GE Aerospace
GE
+$14.9K

Sector Composition

1 Real Estate 2.54%
2 Financials 0.8%
3 Healthcare 0.66%
4 Consumer Staples 0.43%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.6M 48.36%
902,362
-6,435
2
$23.5M 13.91%
494,496
+2,552
3
$17.6M 10.45%
414,361
+4,050
4
$17.4M 10.32%
985,280
+54,630
5
$8.76M 5.19%
202,987
+1,671
6
$4.8M 2.84%
47,129
-2,584
7
$4.29M 2.54%
113,944
-43,481
8
$4.06M 2.4%
49,354
+300
9
$757K 0.45%
17,041
-213
10
$569K 0.34%
5,649
11
$464K 0.27%
17,356
-395
12
$460K 0.27%
3,648
-118
13
$421K 0.25%
4,029
-6
14
$373K 0.22%
8,230
+552
15
$352K 0.21%
4,305
16
$348K 0.21%
6,622
+1
17
$321K 0.19%
5,028
18
$313K 0.19%
7,241
19
$303K 0.18%
1,746
20
$263K 0.16%
+11,340
21
$252K 0.15%
5,949
-44
22
$246K 0.15%
9,849
23
$242K 0.14%
2,021
24
$235K 0.14%
2,782
-120
25
$221K 0.13%
2,520
1
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