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
$191M
AUM Growth
+$4.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$255K
3
+$195K
4
XOM icon
Exxon Mobil
XOM
+$102K

Top Sells

1
+$1M
2
+$782K
3
+$463K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$447K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$315K

Sector Composition

1 Financials 1.64%
2 Industrials 1.38%
3 Healthcare 0.75%
4 Materials 0.47%
5 Technology 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.3M 31.04%
577,517
-7,625
2
$44.1M 23.11%
2,216,225
-23,245
3
$14.2M 7.43%
262,700
-8,278
4
$14M 7.35%
384,014
+33,847
5
$13M 6.79%
714,615
-7,527
6
$10.8M 5.67%
302,540
-4,564
7
$10.6M 5.55%
459,815
-2,235
8
$9.33M 4.89%
248,510
-26,699
9
$2.88M 1.51%
24,994
10
$1.6M 0.84%
32,615
11
$1.57M 0.82%
65,634
12
$888K 0.47%
7,095
-618
13
$859K 0.45%
20,912
14
$800K 0.42%
21,355
-501
15
$705K 0.37%
4,658
+1,289
16
$563K 0.29%
6,232
+1,125
17
$523K 0.27%
3,270
-180
18
$522K 0.27%
9,285
-396
19
$495K 0.26%
10,068
-245
20
$460K 0.24%
3,992
21
$405K 0.21%
12,616
-695
22
$336K 0.18%
10,888
-448
23
$332K 0.17%
2,221
24
$272K 0.14%
1,668
25
$270K 0.14%
4,891
1
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