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
$170M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$400K
3
+$394K
4
MMM icon
3M
MMM
+$386K
5
VZ icon
Verizon
VZ
+$315K

Top Sells

1
+$533K
2
+$483K
3
+$294K
4
NUE icon
Nucor
NUE
+$130K
5
TGT icon
Target
TGT
+$126K

Sector Composition

1 Consumer Staples 18.25%
2 Energy 16.96%
3 Financials 16.07%
4 Real Estate 8.87%
5 Technology 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 2.45%
30,871
+1,125
27
$3.99M 2.34%
183,543
+12,857
28
$3.94M 2.32%
65,106
+3,456
29
$3.84M 2.26%
63,074
+3,673
30
$3.77M 2.22%
67,356
+5,617
31
$1.39M 0.82%
16,907
+1,613
32
$820K 0.48%
9,117
-592
33
$659K 0.39%
19,755
+660
34
$652K 0.38%
8,889
+377
35
$596K 0.35%
2,143
+106
36
$544K 0.32%
+22,464
37
$543K 0.32%
5,270
-436
38
$513K 0.3%
3,744
+1,275
39
$400K 0.24%
+10,865
40
$394K 0.23%
+983
41
$386K 0.23%
+2,325
42
$311K 0.18%
+4,331
43
$306K 0.18%
+1,128
44
$300K 0.18%
+1,545
45
$295K 0.17%
+1,488
46
$292K 0.17%
+1,700
47
$284K 0.17%
+1,385
48
$278K 0.16%
+3,864
49
$278K 0.16%
+2,199
50
$277K 0.16%
+1,839
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