KL
Kinsight LLC Portfolio holdings
AUM
$176M
This Quarter Return
+4.97%
1 Year Return
+17.21%
3 Year Return
+15.68%
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(+3.7%)
Cap. Flow
-$2.1M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
94.22%
Holding
37
New
2
Increased
2
Reduced
15
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$241K |
| 2 |
Merck
MRK
|
$205K |
| 3 |
Southern Company
SO
|
$24.4K |
| 4 |
Johnson & Johnson
JNJ
|
$11.9K |
Top Sells
| 1 |
Vanguard Russell 1000 ETF
VONE
|
$704K |
| 2 |
Invesco FTSE RAFI Emerging Markets ETF
PXH
|
$486K |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$295K |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$275K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$274K |
Sector Composition
| 1 | Industrials | 1.26% |
| 2 | Financials | 1.25% |
| 3 | Healthcare | 0.89% |
| 4 | Materials | 0.47% |
| 5 | Technology | 0.38% |
