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
$226M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$865K
2
+$798K
3
+$796K
4
DOW icon
Dow Inc
DOW
+$763K
5
VICI icon
VICI Properties
VICI
+$492K

Top Sells

1
+$588K
2
+$584K
3
+$394K
4
LUMN icon
Lumen
LUMN
+$374K
5
AG icon
First Majestic Silver
AG
+$261K

Sector Composition

1 Consumer Staples 19.51%
2 Energy 19.2%
3 Utilities 14%
4 Real Estate 8.85%
5 Materials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 2.48%
102,194
+13,910
27
$5.59M 2.48%
93,355
+4,979
28
$5.41M 2.4%
85,664
+4,078
29
$4.65M 2.06%
132,302
+22,658
30
$4.28M 1.9%
52,797
+10,673
31
$1.86M 0.83%
24,361
-5,156
32
$1.62M 0.72%
18,591
-6,747
33
$1.57M 0.7%
58,285
-21,673
34
$848K 0.38%
5,703
-61
35
$812K 0.36%
4,901
-12
36
$741K 0.33%
2,571
+31
37
$660K 0.29%
28,053
-325
38
$573K 0.25%
5,801
-162
39
$566K 0.25%
1,833
-29
40
$564K 0.25%
3,419
-3
41
$559K 0.25%
4,379
-83
42
$492K 0.22%
+15,090
43
$463K 0.21%
13,690
+5
44
$455K 0.2%
661
-58
45
$441K 0.2%
2,633
-150
46
$436K 0.19%
922
47
$427K 0.19%
24,375
+4
48
$424K 0.19%
1,517
-42
49
$424K 0.19%
1,436
+42
50
$420K 0.19%
4,147
-99
1
2
3 4 5