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
$213M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.71M
3
+$324K
4
MDB icon
MongoDB
MDB
+$306K
5
ED icon
Consolidated Edison
ED
+$305K

Top Sells

1
+$1.61M
2
+$350K
3
+$268K
4
DFS
Discover Financial Services
DFS
+$257K
5
TGT icon
Target
TGT
+$237K

Sector Composition

1 Energy 16.74%
2 Consumer Staples 14.56%
3 Utilities 12.37%
4 Financials 10.55%
5 Real Estate 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 2.21%
+101,139
27
$4.67M 2.19%
212,533
+6,557
28
$4.65M 2.18%
250,445
+13,629
29
$4.51M 2.12%
548,629
+4,794
30
$4.36M 2.04%
145,068
+8,730
31
$4.23M 1.98%
143,049
+9,799
32
$4.23M 1.98%
368,639
-140,528
33
$1.49M 0.7%
8,414
+1,411
34
$1.39M 0.65%
17,170
-60
35
$1.01M 0.47%
4,377
-1,024
36
$988K 0.46%
47,535
+12,603
37
$842K 0.39%
5,148
-906
38
$823K 0.39%
9,390
+256
39
$819K 0.38%
4,478
-1,229
40
$814K 0.38%
5,484
+753
41
$722K 0.34%
6,244
-2,220
42
$674K 0.32%
2,003
+229
43
$669K 0.31%
18,336
-390
44
$643K 0.3%
13,480
+910
45
$631K 0.3%
2,110
-37
46
$621K 0.29%
5,996
+366
47
$608K 0.28%
54,703
+145
48
$605K 0.28%
4,012
+223
49
$595K 0.28%
1,054
+91
50
$594K 0.28%
1,898
+148
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2
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