IF

Insight Folios Portfolio holdings

AUM $280M
1-Year Est. Return 22.69%
This Quarter Est. Return
1 Year Est. Return
+22.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.96M
3
+$2.67M
4
NUE icon
Nucor
NUE
+$2.48M
5
IVZ icon
Invesco
IVZ
+$1.41M

Top Sells

1
+$2.45M
2
+$1.13M
3
+$1.08M
4
GIS icon
General Mills
GIS
+$1.07M
5
ABBV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 2.79%
67,435
+5,869
27
$2.9M 2.79%
32,562
+1,405
28
$2.82M 2.71%
155,356
+18,656
29
$2.69M 2.59%
129,732
+53,752
30
$2.67M 2.56%
+53,289
31
$2.49M 2.39%
349,856
+66,595
32
$2.48M 2.38%
+59,997
33
$1.1M 1.05%
13,226
-13,035
34
$937K 0.9%
10,052
-3,532
35
$668K 0.64%
5,987
-7,851
36
$469K 0.45%
+8,595
37
$468K 0.45%
+19,290
38
$416K 0.4%
2,330
-198
39
$211K 0.2%
+2,308
40
$37K 0.04%
+10,172
41
$36K 0.03%
+14,676
42
– –
-8,890
43
– –
-173,877
1
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