Kinsight as of March 31, 2017
Portfolio Holdings for Kinsight
Kinsight holds 35 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds cmn (VONE) | 31.1 | $58M | 532k | 108.41 | |
| PowerShares FTSE RAFI US 1000 | 21.8 | $40M | 394k | 102.47 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 7.5 | $14M | 125k | 110.37 | |
| Vanguard Europe Pacific ETF (VEA) | 7.4 | $14M | 350k | 39.30 | |
| PowerShares FTSE RAFI Emerging MarketETF | 7.1 | $13M | 664k | 19.84 | |
| Vanguard Emerging Markets ETF (VWO) | 5.9 | $11M | 276k | 39.72 | |
| PowerShares FTSE RAFI US 1500 Small-Mid | 5.2 | $9.7M | 83k | 116.42 | |
| PowerShares FTSE RAFI Developed Markets | 5.0 | $9.3M | 232k | 40.09 | |
| Vanguard Total Stock Market ETF (VTI) | 1.6 | $3.0M | 25k | 121.31 | |
| Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) | 0.9 | $1.7M | 66k | 26.43 | |
| Total System Services | 0.9 | $1.7M | 32k | 53.46 | |
| Synovus Finl (SNV) | 0.7 | $1.3M | 33k | 41.02 | |
| Vulcan Materials Company (VMC) | 0.5 | $855k | 7.1k | 120.51 | |
| Servisfirst Bancshares (SFBS) | 0.4 | $777k | 21k | 36.38 | |
| General Electric Company | 0.3 | $592k | 20k | 29.81 | |
| UnitedHealth (UNH) | 0.3 | $536k | 3.3k | 163.91 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $511k | 6.2k | 82.00 | |
| Southern Company (SO) | 0.3 | $501k | 10k | 49.74 | |
| ProAssurance Corporation (PRA) | 0.3 | $500k | 8.3k | 60.28 | |
| Johnson & Johnson (JNJ) | 0.3 | $482k | 3.9k | 124.55 | |
| At&t (T) | 0.2 | $386k | 9.3k | 41.60 | |
| Pfizer (PFE) | 0.2 | $353k | 10k | 34.17 | |
| 3M Company (MMM) | 0.2 | $355k | 1.9k | 191.17 | |
| Philip Morris International (PM) | 0.2 | $288k | 2.5k | 113.07 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $278k | 1.7k | 166.67 | |
| Wells Fargo & Company (WFC) | 0.1 | $272k | 4.9k | 55.61 | |
| International Business Machines (IBM) | 0.1 | $273k | 1.6k | 174.00 | |
| McDonald's Corporation (MCD) | 0.1 | $263k | 2.0k | 129.68 | |
| National Commerce | 0.1 | $258k | 7.1k | 36.56 | |
| Microsoft Corporation (MSFT) | 0.1 | $236k | 3.6k | 65.92 | |
| Coca-Cola Company (KO) | 0.1 | $239k | 5.6k | 42.53 | |
| Intel Corporation (INTC) | 0.1 | $228k | 6.3k | 36.01 | |
| Wal-Mart Stores (WMT) | 0.1 | $201k | 2.8k | 71.94 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $153k | 11k | 13.39 | |
| Tracon Pharmaceuticals | 0.0 | $80k | 21k | 3.75 |
