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
$203M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$6.16M
3
+$5.26M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.19M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$2.6M

Top Sells

1
+$5.06M
2
+$2.26M
3
+$1.73M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.32M
5
SFBS icon
ServisFirst Bancshares
SFBS
+$432K

Sector Composition

1 Financials 0.64%
2 Healthcare 0.56%
3 Technology 0.55%
4 Real Estate 0.54%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.3M 37.04%
794,472
-53,362
2
$35.3M 17.36%
1,930,215
+436,370
3
$21.7M 10.69%
454,730
-27,678
4
$14M 6.9%
350,453
+79,775
5
$11.5M 5.67%
304,089
-59,655
6
$11M 5.39%
588,441
+330,722
7
$10.1M 4.96%
500,940
+260,910
8
$6.55M 3.22%
79,492
+13,899
9
$4.71M 2.32%
44,419
+68
10
$4.47M 2.2%
113,059
+65,862
11
$1.09M 0.54%
27,231
-43,232
12
$750K 0.37%
16,621
-420
13
$544K 0.27%
5,887
+87
14
$481K 0.24%
3,975
+327
15
$466K 0.23%
4,458
+352
16
$435K 0.21%
4,305
17
$359K 0.18%
8,513
+619
18
$356K 0.18%
14,028
-3,571
19
$342K 0.17%
6,965
-1,467
20
$342K 0.17%
11,964
+2,115
21
$325K 0.16%
4,949
-79
22
$322K 0.16%
6,923
+1,667
23
$314K 0.15%
5,722
-776
24
$305K 0.15%
2,221
+200
25
$287K 0.14%
10,392
-1,116
1
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