IF
Insight Folios Portfolio holdings
AUM
$280M
1-Year Return
22.69%
This Quarter Return
+5.47%
1 Year Return
+22.69%
3 Year Return
+32.94%
5 Year Return
+82.37%
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.66%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Target
TGT
|
$4.94M |
| 2 |
VGR
Vector Group Ltd.
VGR
|
$4.46M |
| 3 |
Duke Energy
DUK
|
$4.15M |
| 4 |
AT&T
T
|
$4.12M |
| 5 |
Qualcomm
QCOM
|
$4.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 21.1% |
| 2 | Energy | 20.9% |
| 3 | Real Estate | 10.2% |
| 4 | Communication Services | 10.19% |
| 5 | Utilities | 7.24% |
