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
$186M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$241K
2
+$205K
3
+$24.4K
4
JNJ icon
Johnson & Johnson
JNJ
+$11.9K

Top Sells

1
+$704K
2
+$486K
3
+$295K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$275K
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.3M 31.3%
585,142
-7,062
2
$41.9M 22.51%
2,239,470
-15,740
3
$13.5M 7.24%
270,978
-5,530
4
$13.1M 7.03%
350,167
-819
5
$12.9M 6.95%
722,142
-27,112
6
$11.6M 6.2%
307,104
-7,283
7
$10.1M 5.43%
275,209
-930
8
$9.74M 5.23%
462,050
-9,940
9
$2.78M 1.49%
24,994
10
$1.56M 0.84%
65,634
11
$1.54M 0.83%
32,615
12
$877K 0.47%
7,713
13
$680K 0.37%
20,912
14
$567K 0.3%
21,856
15
$529K 0.28%
10,313
+475
16
$508K 0.27%
9,681
-821
17
$483K 0.26%
3,450
18
$478K 0.26%
3,369
19
$472K 0.25%
3,992
+101
20
$446K 0.24%
5,107
-621
21
$408K 0.22%
13,311
22
$364K 0.2%
11,336
23
$327K 0.18%
2,221
24
$315K 0.17%
6,907
-78
25
$265K 0.14%
1,746
1
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