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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
+13.62%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$250M
Cap. Flow %
94.4%
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$14.5M
2
AMZN icon
Amazon
AMZN
+$12.5M
3
NFLX icon
Netflix
NFLX
+$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

Rank Sector Weight
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
VT icon
251
Vanguard Total World Stock ETF
VT
$76.6B
$215K 0.08%
+2,327
New +$202K
VLDR
252
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
$215K 0.08%
+9,400
New +$160K
SO icon
253
Southern Company
SO
$108B
$212K 0.08%
+3,447
New +$207K
ARKQ icon
254
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.93B
$210K 0.08%
+2,758
New +$182K
FEX icon
255
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.57B
$201K 0.08%
+2,732
New +$188K
NET icon
256
Cloudflare
NET
$98B
$201K 0.08%
+2,640
New +$173K
SDOT icon
257
Sadot Group
SDOT
$32.8M
$184K 0.07%
+53
New +$198K
ETY icon
258
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$162K 0.06%
+13,250
New +$154K
FSD
259
DELISTED
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
$157K 0.06%
+10,600
New +$151K
POWW icon
260
Outdoor Holding Co
POWW
$263M
$134K 0.05%
+40,500
New +$130K
ETJ
261
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$565M
$114K 0.04%
+10,990
New +$110K
EXG icon
262
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.96B
$101K 0.04%
+11,500
New +$93K
ACB
263
Aurora Cannabis
ACB
$160M
$86K 0.03%
+1,031
New +$75.1K
GAB icon
264
Gabelli Equity Trust
GAB
$1.75B
$86K 0.03%
+14,015
New +$80.8K
SIOX
265
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$67K 0.03%
+24,000
New +$69.9K
RVLP
266
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
$61K 0.02%
+14,800
New +$85.3K
CMRX
267
DELISTED
Chimerix, Inc.
CMRX
$58K 0.02%
+12,100
New +$43.9K
HIO
268
Western Asset High Income Opportunity Fund
HIO
$345M
$50K 0.02%
+10,000
New +$49.8K
CYPH
269
Cypherpunk Technologies Inc
CYPH
$75.5M
$45K 0.02%
+2,000
New +$38.1K
AGEN
270
Agenus
AGEN
$217M
$32K 0.01%
+509
New +$37.8K
OIG
271
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$31K 0.01%
+350
New +$15K
7 8 9 10
11

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FWM
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VWS
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CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
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DA
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VU
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OC
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VP
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Insight Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Insight Advisors, which disclosed 271 positions worth $264M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 120,908 shares worth $16M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, followed by Consumer Discretionary and Financials.

  • Insight Advisors's largest Q4 2020 buy was Apple: 120,908 shares worth $16M.
  • Insight Advisors's ten largest holdings make up 25% of its $264M portfolio in Q4 2020.
  • Insight Advisors disclosed 271 positions in Q4 2020, its first 13F filing on record.

Based on Insight Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.