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
$182M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.03M
3
+$3.94M
4
PPL icon
PPL Corp
PPL
+$3.8M
5
VZ icon
Verizon
VZ
+$1.4M

Top Sells

1
+$6.17M
2
+$5.1M
3
+$3.93M
4
PG icon
Procter & Gamble
PG
+$3.47M
5
IVZ icon
Invesco
IVZ
+$1.83M

Sector Composition

1 Energy 16.53%
2 Consumer Staples 15.6%
3 Utilities 12.52%
4 Financials 11.14%
5 Real Estate 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 2.42%
60,651
+56,320
27
$4.03M 2.22%
+64,188
28
$3.99M 2.2%
133,250
+14,547
29
$3.94M 2.17%
+81,572
30
$3.8M 2.09%
+136,338
31
$1.41M 0.78%
17,230
+323
32
$1.24M 0.68%
5,401
-22,294
33
$1.04M 0.57%
8,464
-50,233
34
$991K 0.55%
7,003
+3,259
35
$951K 0.52%
39,489
+17,025
36
$846K 0.47%
6,054
-24,817
37
$817K 0.45%
9,134
+17
38
$736K 0.41%
5,707
-30,454
39
$694K 0.38%
4,731
+2,406
40
$621K 0.34%
18,726
-1,029
41
$617K 0.34%
+54,558
42
$592K 0.33%
8,333
-556
43
$586K 0.32%
2,147
+4
44
$562K 0.31%
19,424
+10,665
45
$561K 0.31%
5,479
+209
46
$519K 0.29%
+5,630
47
$509K 0.28%
+12,570
48
$500K 0.28%
1,774
+646
49
$463K 0.25%
+1,750
50
$459K 0.25%
+963
1
2
3 4 5