IF
Insight Folios Portfolio holdings
AUM
$280M
This Quarter Return
+17.5%
1 Year Return
+22.69%
3 Year Return
+32.94%
5 Year Return
+82.37%
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+19%)
Cap. Flow
+$5.11M
Cap. Flow
% of AUM
4.91%
Top 10 Holdings %
Top 10 Hldgs %
33.81%
Holding
43
New
9
Increased
13
Reduced
19
Closed
2
Top Buys
| 1 |
Franklin Resources
BEN
|
$3.15M |
| 2 |
Realty Income
O
|
$2.96M |
| 3 |
DFS
Discover Financial Services
DFS
|
$2.67M |
| 4 |
Nucor
NUE
|
$2.48M |
| 5 |
Invesco
IVZ
|
$1.41M |
Top Sells
| 1 |
UBA
Urstadt Biddle Properties Inc. Class A
UBA
|
$2.45M |
| 2 |
Target
TGT
|
$1.13M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.08M |
| 4 |
General Mills
GIS
|
$1.07M |
| 5 |
AbbVie
ABBV
|
$914K |
Sector Composition
| 1 | Energy | 19.37% |
| 2 | Consumer Staples | 19.03% |
| 3 | Financials | 12.35% |
| 4 | Real Estate | 8.93% |
| 5 | Communication Services | 8.93% |
