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
$149M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$399K
2
+$170K
3
+$98K
4
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$92.1K
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$69.9K

Top Sells

1
+$14.3M
2
+$6.38M
3
+$3.22M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.75M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$996K

Sector Composition

1 Healthcare 0.78%
2 Financials 0.7%
3 Consumer Staples 0.55%
4 Technology 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50M 33.64%
565,672
-161,261
2
$31.2M 20.98%
1,881,270
+24,035
3
$15.1M 10.18%
345,614
-73,604
4
$11.7M 7.87%
353,486
+1,771
5
$9.52M 6.4%
662,015
+4,860
6
$9.04M 6.08%
253,537
-27,943
7
$8.65M 5.82%
472,995
-8,075
8
$3.96M 2.67%
110,894
+2,577
9
$2.63M 1.77%
26,669
-17,754
10
$668K 0.45%
13,621
-13
11
$480K 0.32%
10,748
+3,817
12
$430K 0.29%
5,777
13
$417K 0.28%
4,471
+4
14
$409K 0.28%
3,384
-221
15
$400K 0.27%
3,450
16
$395K 0.27%
4,428
-334
17
$346K 0.23%
14,057
+29
18
$337K 0.23%
8,411
-38
19
$288K 0.19%
3,958
20
$277K 0.19%
10,040
+16
21
$263K 0.18%
2,221
22
$255K 0.17%
11,814
23
$251K 0.17%
4,891
24
$245K 0.16%
8,229
25
$242K 0.16%
1,746
1
2