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
$221M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.14M
3
+$3.16M
4
VGR
Vector Group Ltd.
VGR
+$2.19M
5
VZ icon
Verizon
VZ
+$1.36M

Top Sells

1
+$4.12M
2
+$3.59M
3
+$2.23M
4
KSS icon
Kohl's
KSS
+$2.05M
5
CVX icon
Chevron
CVX
+$1.84M

Sector Composition

1 Consumer Staples 19.85%
2 Energy 19.03%
3 Utilities 14.13%
4 Real Estate 8.47%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.44M 2.46%
102,967
+1,121
27
$5.18M 2.34%
177,161
+4,782
28
$4.45M 2.01%
88,284
+82,968
29
$4.38M 1.98%
109,644
+103,456
30
$3.36M 1.52%
42,124
+39,563
31
$2.43M 1.1%
25,338
-42,852
32
$2.22M 1%
29,517
-12,257
33
$2.11M 0.95%
79,958
-136,270
34
$874K 0.39%
5,764
+274
35
$732K 0.33%
4,913
+241
36
$717K 0.32%
28,378
-81,238
37
$609K 0.28%
2,540
-38
38
$583K 0.26%
5,963
-94
39
$575K 0.26%
1,862
-88
40
$491K 0.22%
4,462
+12
41
$489K 0.22%
922
42
$483K 0.22%
2,783
+28
43
$454K 0.21%
1,473
+32
44
$447K 0.2%
5,813
+103
45
$445K 0.2%
3,422
-215
46
$443K 0.2%
6,162
+91
47
$442K 0.2%
13,685
-330
48
$442K 0.2%
4,246
+80
49
$441K 0.2%
24,371
-590
50
$440K 0.2%
1,394
+78
1
2
3 4 5