KINSIGHT, LLC Information

600 UNIVERSITY PARK PLACE, BIRMINGHAM, Alabama, 35209, (205) 871-3334

Report Date: 06/30/2014

Position Statistics

Total Positions 30
New Positions 1
Increased Positions 8
Decreased Positions 10
Positions with Activity 18
Sold Out Positions 1
Total Mkt Value (in $ millions) 171

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 0.33%
Conglomerates
Consumer Cyclical 0.13%
Consumer/Non-Cyclical 0.28%
Energy 0.33%
Financial 94.9%
Healthcare 0.43%
Services 3.04%
Technology 0.36%
Transportation
Utilities 0.21%

30 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 83,685 -597 (0.71) 902,362
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 23,142 119 .52 247,248
POWERSHARES ETF TRUST FTSE RAFI 1000 17,788 986 5.87 197,056
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 17,275 169 .99 414,361
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 9,216 76 .83 202,987
VANGUARD INDEX FDS TOTAL STK MKT 4,896 -268 (5.2) 47,129
HCP INC COM 4,497 -1,716 (27.62) 103,774
VANGUARD BD INDEX FD INC TOTAL BND MRKT 4,076 25 .61 49,354
PROASSURANCE CORP COM 787 -10 (1.23) 17,041
EXXON MOBIL CORP COM 562 New 5,649
AT&T INC COM 458 -10 (2.22) 13,109
GENERAL ELECTRIC CO COM 454 -15 (3.13) 17,485
JOHNSON & JOHNSON COM 418 -1 (0.15) 4,029
UNITEDHEALTH GROUP INC COM 373 New 4,305
SOUTHERN CO COM 365 25 7.19 8,230
WELLS FARGO & CO NEW COM 341 .02 6,622
ISHARES TR MSCI EMG MKT ETF 326 New 7,241
INTERNATIONAL BUSINESS MACHS COM 321 New 1,669
VULCAN MATLS CO COM 319 New 5,028
APPLE INC COM 291 291 New 2,835