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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
% of AUM
94.4%
Top 10 Holdings %
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$14.5M |
| 2 |
Amazon
AMZN
|
+$12.5M |
| 3 |
Netflix
NFLX
|
+$4.81M |
| 4 |
PayPal
PYPL
|
+$4.67M |
| 5 |
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% |
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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.