IA

Insight Advisors Portfolio holdings

AUM $660M
1-Year Est. Return 14.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.5M
3
+$4.81M
4
PYPL icon
PayPal
PYPL
+$4.67M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.15%
2 Consumer Discretionary 10.74%
3 Financials 6.6%
4 Communication Services 6.49%
5 Healthcare 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$269K 0.1%
+11,170
227
$267K 0.1%
+1,148
228
$266K 0.1%
+3,032
229
$263K 0.1%
+3,948
230
$259K 0.1%
+3,370
231
$258K 0.1%
+3,099
232
$257K 0.1%
+1,242
233
$254K 0.1%
+5,062
234
$253K 0.1%
+2,144
235
$250K 0.09%
+4,187
236
$250K 0.09%
+1,223
237
$241K 0.09%
+3,700
238
$237K 0.09%
+5,755
239
$235K 0.09%
+2,189
240
$233K 0.09%
+2,395
241
$232K 0.09%
+2,577
242
$232K 0.09%
+2,685
243
$230K 0.09%
+1,547
244
$228K 0.09%
+1,075
245
$228K 0.09%
+3,930
246
$228K 0.09%
+4,571
247
$228K 0.09%
+24,400
248
$223K 0.08%
+2,365
249
$221K 0.08%
+2,564
250
$217K 0.08%
+4,565
7 8 9
10
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