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
$182M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$5.22M
3
+$4.51M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.82M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$1.99M

Top Sells

1
+$4.95M
2
+$2.01M
3
+$1.57M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$532K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$281K

Sector Composition

1 Real Estate 1.4%
2 Financials 0.97%
3 Healthcare 0.57%
4 Technology 0.47%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77M 42.39%
847,834
-54,528
2
$26.3M 14.46%
1,493,845
+508,565
3
$21.2M 11.68%
482,408
-12,088
4
$14.5M 7.96%
363,744
-50,617
5
$11.3M 6.21%
270,678
+67,691
6
$5.37M 2.96%
65,593
+16,239
7
$5.22M 2.87%
+257,719
8
$4.51M 2.48%
+240,030
9
$4.49M 2.47%
44,351
-2,778
10
$2.55M 1.4%
70,463
-43,481
11
$1.99M 1.1%
+47,197
12
$751K 0.41%
17,041
13
$545K 0.3%
5,800
+151
14
$468K 0.26%
17,599
+243
15
$448K 0.25%
3,648
16
$438K 0.24%
4,106
+77
17
$432K 0.24%
+30,000
18
$371K 0.2%
4,305
19
$368K 0.2%
8,432
+202
20
$337K 0.19%
7,894
+1,945
21
$337K 0.19%
6,498
-124
22
$322K 0.18%
1,773
+27
23
$303K 0.17%
5,028
24
$290K 0.16%
11,508
+168
25
$268K 0.15%
6,443
-798
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