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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
TWLO icon
76
Twilio
TWLO
$31.8B
$944K 0.36%
+2,789
New +$872K
VEU icon
77
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$940K 0.36%
+16,113
New +$878K
SPEM icon
78
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$897K 0.34%
+21,283
New +$845K
PEG icon
79
Public Service Enterprise Group
PEG
$39.2B
$880K 0.33%
+15,088
New +$878K
VBR icon
80
Vanguard Small-Cap Value ETF
VBR
$36.9B
$872K 0.33%
+6,129
New +$791K
AXP icon
81
American Express
AXP
$241B
$868K 0.33%
+7,175
New +$795K
PFIG icon
82
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$116M
$865K 0.33%
+31,484
New +$862K
TIP icon
83
iShares TIPS Bond ETF
TIP
$14.6B
$863K 0.33%
+6,761
New +$853K
WMT icon
84
Walmart Inc
WMT
$909B
$854K 0.32%
+17,766
New +$863K
IMCG icon
85
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.89B
$839K 0.32%
+13,158
New +$776K
IWF icon
86
iShares Russell 1000 Growth ETF
IWF
$124B
$833K 0.32%
+13,824
New +$787K
BND icon
87
Vanguard Total Bond Market
BND
$158B
$829K 0.31%
+9,401
New +$827K
SITE icon
88
SiteOne Landscape Supply
SITE
$4.48B
$819K 0.31%
+5,163
New +$708K
GOOG icon
89
Alphabet (Google) Class C
GOOG
$4.38T
$815K 0.31%
+9,300
New +$785K
SMLV icon
90
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
$812K 0.31%
+8,489
New +$738K
CL icon
91
Colgate-Palmolive
CL
$73.3B
$807K 0.31%
+9,432
New +$780K
LULU icon
92
lululemon athletica
LULU
$13.2B
$789K 0.3%
+2,267
New +$787K
TMO icon
93
Thermo Fisher Scientific
TMO
$197B
$785K 0.3%
+1,685
New +$790K
DIS icon
94
Walt Disney
DIS
$167B
$761K 0.29%
+4,198
New +$603K
WFC icon
95
Wells Fargo
WFC
$264B
$754K 0.29%
+24,986
New +$647K
XYZ
96
Block Inc
XYZ
$47B
$734K 0.28%
+3,371
New +$658K
JPM icon
97
JPMorgan Chase
JPM
$908B
$732K 0.28%
+5,760
New +$644K
POWA icon
98
Invesco Bloomberg Pricing Power ETF
POWA
$173M
$707K 0.27%
+11,953
New +$686K
SPYD icon
99
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.59B
$702K 0.27%
+21,321
New +$659K
COST icon
100
Costco
COST
$419B
$698K 0.26%
+1,853
New +$692K
2 3
4
5 6

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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
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

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.