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
$195M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$561
3
+$501
4
JNJ icon
Johnson & Johnson
JNJ
+$487
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$428

Top Sells

1
+$4.16M
2
+$2.05M
3
+$1.14M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.08M
5
DOC icon
Healthpeak Properties
DOC
+$1.07M

Sector Composition

1 Healthcare 0.57%
2 Financials 0.53%
3 Consumer Staples 0.43%
4 Technology 0.42%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.3M 35.58%
726,933
-43,653
2
$33.7M 17.29%
1,857,235
-113,240
3
$21M 10.78%
419,218
-22,778
4
$14.4M 7.38%
351,715
-26,451
5
$12.7M 6.49%
657,155
-20,996
6
$11.2M 5.73%
281,480
-16,675
7
$9.98M 5.12%
481,070
-49,895
8
$6.38M 3.28%
78,557
-3,379
9
$4.75M 2.44%
44,423
+4
10
$4.41M 2.26%
108,317
-11,331
11
$630K 0.32%
13,634
-569
12
$481K 0.25%
5,777
13
$459K 0.24%
3,605
-161
14
$435K 0.22%
4,467
+5
15
$421K 0.22%
3,450
-210
16
$400K 0.21%
4,762
17
$376K 0.19%
14,028
18
$331K 0.17%
8,449
-2
19
$314K 0.16%
10,024
+16
20
$290K 0.15%
6,931
-669
21
$287K 0.15%
2,221
22
$279K 0.14%
11,814
-150
23
$275K 0.14%
4,891
-831
24
$274K 0.14%
3,958
25
$271K 0.14%
1,746
1
2