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
$180M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.38M
3
+$606K
4
SFBS icon
ServisFirst Bancshares
SFBS
+$540K
5
VMC icon
Vulcan Materials
VMC
+$303K

Top Sells

1
+$535K
2
+$441K
3
+$343K
4
WMT icon
Walmart
WMT
+$252K
5
WFC icon
Wells Fargo
WFC
+$238K

Sector Composition

1 Industrials 1.43%
2 Financials 1.14%
3 Healthcare 0.8%
4 Materials 0.52%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.9M 31.67%
592,204
-4,585
2
$40.8M 22.73%
2,255,210
+76,295
3
$12.7M 7.07%
276,508
-2,992
4
$12.4M 6.91%
350,986
-1,576
5
$12.2M 6.78%
749,254
-7,448
6
$11.1M 6.17%
314,387
-2,703
7
$9.54M 5.31%
276,139
+659
8
$9.18M 5.11%
471,990
-8,690
9
$2.68M 1.49%
24,994
+37
10
$1.73M 0.96%
+32,615
11
$1.4M 0.78%
65,634
-7,449
12
$928K 0.52%
7,713
+2,522
13
$606K 0.34%
+20,912
14
$562K 0.31%
10,502
+200
15
$540K 0.3%
+21,856
16
$537K 0.3%
5,728
-5,706
17
$528K 0.29%
9,838
+261
18
$508K 0.28%
3,369
-18
19
$487K 0.27%
3,450
20
$472K 0.26%
3,891
+21
21
$434K 0.24%
13,311
22
$379K 0.21%
11,336
+3,107
23
$325K 0.18%
2,221
24
$292K 0.16%
6,985
25
$285K 0.16%
2,368
1
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