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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
DE icon
126
Deere & Co
DE
$170B
$527K 0.2%
+1,960
New +$487K
MDYV icon
127
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$527K 0.2%
+9,498
New +$479K
IJH icon
128
iShares Core S&P Mid-Cap ETF
IJH
$123B
$520K 0.2%
+11,305
New +$476K
RTX icon
129
RTX Corp
RTX
$287B
$515K 0.19%
+7,208
New +$474K
CLOU icon
130
Global X Cloud Computing ETF
CLOU
$224M
$510K 0.19%
+18,292
New +$469K
ADBE icon
131
Adobe
ADBE
$89.5B
$506K 0.19%
+1,011
New +$488K
VNLA icon
132
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$505K 0.19%
+10,003
New +$505K
IBM icon
133
IBM
IBM
$202B
$504K 0.19%
+4,188
New +$484K
VOO icon
134
Vanguard S&P 500 ETF
VOO
$968B
$503K 0.19%
+1,463
New +$477K
BIV icon
135
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$502K 0.19%
+5,405
New +$503K
ZEV
136
DELISTED
Lightning eMotors, Inc.
ZEV
$500K 0.19%
+1,898
New +$419K
CAT icon
137
Caterpillar
CAT
$409B
$496K 0.19%
+2,727
New +$462K
CABO icon
138
Cable One
CABO
$213M
$495K 0.19%
+222
New +$439K
MGK icon
139
Vanguard Mega Cap Growth ETF
MGK
$31.9B
$495K 0.19%
+12,135
New +$470K
DOCU
140
DocuSign
DOCU
$9.63B
$492K 0.19%
+2,215
New +$498K
UVSP icon
141
Univest Financial
UVSP
$1.23B
$492K 0.19%
+23,912
New +$429K
EOSE icon
142
Eos Energy Enterprises
EOSE
$1.23B
$490K 0.19%
+23,500
New +$303K
BABA icon
143
Alibaba
BABA
$269B
$489K 0.19%
+2,102
New +$584K
BAH icon
144
Booz Allen Hamilton
BAH
$8.7B
$485K 0.18%
+5,558
New +$473K
BMY icon
145
Bristol-Myers Squibb
BMY
$127B
$484K 0.18%
+7,795
New +$479K
SPYM
146
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$480K 0.18%
+10,927
New +$456K
VNQ icon
147
Vanguard Real Estate ETF
VNQ
$39.9B
$473K 0.18%
+5,571
New +$462K
GLD icon
148
SPDR Gold Trust
GLD
$131B
$469K 0.18%
+2,629
New +$463K
SPDW icon
149
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$467K 0.18%
+13,841
New +$436K
FTHI icon
150
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.36B
$465K 0.18%
+23,057
New +$455K
4 5
6
7 8

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DSC
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DA
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OC
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SRFM
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CM
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ETS
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SLC
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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.