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
$174M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.63M
3
+$4.06M
4
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$4.06M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.04M

Top Sells

1
+$6.83M
2
+$5.2M
3
+$4.41M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$3.33M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$3.33M

Sector Composition

1 Energy 0.73%
2 Healthcare 0.72%
3 Financials 0.66%
4 Consumer Staples 0.55%
5 Industrials 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.3M 32.35%
596,789
-55,173
2
$38.4M 22.09%
2,178,915
+230,200
3
$12.7M 7.27%
352,562
+84,767
4
$12.4M 7.13%
279,500
-75,090
5
$11.8M 6.78%
756,702
+386,202
6
$11M 6.3%
317,090
+162,668
7
$9.74M 5.6%
275,480
+114,742
8
$9.07M 5.22%
480,680
-176,555
9
$2.62M 1.5%
24,957
-1,503
10
$1.51M 0.87%
73,083
-212,890
11
$924K 0.53%
11,434
+5,717
12
$548K 0.32%
5,191
13
$521K 0.3%
10,302
-2,960
14
$516K 0.3%
3,387
15
$510K 0.29%
9,934
+4,967
16
$495K 0.28%
9,577
-4,767
17
$447K 0.26%
20,688
+10,344
18
$445K 0.26%
3,450
19
$419K 0.24%
3,870
-606
20
$394K 0.23%
13,311
-428
21
$343K 0.2%
+9,365
22
$309K 0.18%
2,221
23
$298K 0.17%
2,368
24
$291K 0.17%
6,985
-163,974
25
$290K 0.17%
5,257
-172
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