IA
Insight Advisors Portfolio holdings
AUM
$620M
This Quarter Return
+13.63%
1 Year Return
+12.74%
3 Year Return
+51.65%
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$264M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.63%
Holding
271
New
271
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$16M |
| 2 |
Amazon
AMZN
|
$12.7M |
| 3 |
PayPal
PYPL
|
$5.27M |
| 4 |
Netflix
NFLX
|
$5.13M |
| 5 |
Vanguard Growth ETF
VUG
|
$4.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.15% |
| 2 | Consumer Discretionary | 10.74% |
| 3 | Financials | 6.58% |
| 4 | Communication Services | 6.49% |
| 5 | Healthcare | 3.44% |
