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
$210M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.11M
3
+$499K
4
NSC icon
Norfolk Southern
NSC
+$477K
5
VZ icon
Verizon
VZ
+$463K

Top Sells

1
+$735K
2
+$608K
3
+$552K
4
ITIC icon
Investors Title Co
ITIC
+$439K
5
TSLA icon
Tesla
TSLA
+$436K

Sector Composition

1 Energy 19.26%
2 Consumer Staples 16.63%
3 Utilities 14.47%
4 Real Estate 8.9%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 2.35%
470,637
+37,685
27
$4.86M 2.31%
116,369
+7,993
28
$4.55M 2.16%
167,654
+11,593
29
$4.46M 2.12%
276,581
+25,560
30
$3.81M 1.81%
106,682
+7,987
31
$3.23M 1.54%
42,058
+19,341
32
$1.11M 0.53%
+22,007
33
$794K 0.38%
3,090
+979
34
$764K 0.36%
5,313
+134
35
$713K 0.34%
5,215
-2,968
36
$631K 0.3%
4,470
+57
37
$562K 0.27%
5,946
+69
38
$555K 0.26%
1,424
+39
39
$550K 0.26%
4,310
+46
40
$523K 0.25%
1,918
-62
41
$515K 0.24%
13,295
+355
42
$497K 0.24%
2,081
+54
43
$488K 0.23%
12,775
+209
44
$477K 0.23%
+2,099
45
$475K 0.23%
1,730
+36
46
$472K 0.22%
919
+3
47
$470K 0.22%
6,183
+95
48
$469K 0.22%
3,065
+50
49
$465K 0.22%
970
+20
50
$456K 0.22%
4,536
+161
1
2
3 4 5