IA

Insight Advisors Portfolio holdings

AUM $571M
AUM
$571M
AUM Growth
-$13M
Cap. Flow
+$13.5M
Cap. Flow %
2.36%
Top 10 Hldgs %
53.01%
Holding
296
New
13
Increased
125
Reduced
104
Closed
21

Top Buys

1
$3.57M
2
$2.26M
3
$2.02M
4
$1.5M
5
$1.45M

Top Sells

1
$2.48M
2
$752K
3
$608K
4
$584K
5
$539K

Sector Composition

1Technology10.88%
2Financials3.37%
3Consumer Discretionary2.99%
4Communication Services2.23%
5Consumer Staples1.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.78M0.31%6,858
-2,039
-23%
-$528K
$1.77M0.31%17,206
+1,120
+7%
+$115K
$1.73M0.3%24,073
+125
+0.5%
+$8.97K
$1.72M0.3%51,858
+1,450
+3%
+$48.2K
$1.71M0.3%37,998
+5,742
+18%
+$259K
$1.66M0.29%9,741
+49
+0.5%
+$8.36K
$1.61M0.28%10,035
-58
-0.6%
-$9.31K
$1.58M0.28%5,882
-126
-2%
-$33.9K
$1.57M0.27%23,847
-2,345
-9%
-$154K
$1.52M0.26%17,284
-8
-0.1%
-$702
$1.51M0.26%8,887
-38
-0.4%
-$6.48K
$1.42M0.25%12,988
+837
+7%
+$91.6K
$1.4M0.24%15,081
-1,637
-10%
-$152K
$1.4M0.24%17,010
+2
+0%
+$165
$1.32M0.23%58,246
-2,767
-5%
-$62.8K
$1.32M0.23%5,304
-101
-2%
-$25.1K
$1.3M0.23%53,997
-125
-0.2%
-$3.01K
$1.3M0.23%3,536
-215
-6%
-$78.8K
$1.25M0.22%46,544
+1,993
+4%
+$53.4K
$1.24M0.22%10,798
-272
-2%
-$31.3K
$1.22M0.21%4,958
+235
+5%
+$57.6K
$1.22M0.21%25,164
-15,559
-38%
-$752K
$1.2M0.21%27,061
-901
-3%
-$39.9K
$1.19M0.21%17,427
+1,612
+10%
+$110K
$1.16M0.2%39,428
+1,276
+3%
+$37.6K
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