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
$231M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$617K
3
+$565K
4
IVZ icon
Invesco
IVZ
+$508K
5
T icon
AT&T
T
+$506K

Top Sells

1
+$112K
2
+$82.8K
3
+$57K
4
GWW icon
W.W. Grainger
GWW
+$33.9K
5
CAH icon
Cardinal Health
CAH
+$31.4K

Sector Composition

1 Energy 18.2%
2 Consumer Staples 17.72%
3 Utilities 13.69%
4 Real Estate 9.71%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 2.44%
156,776
+11,004
27
$5.53M 2.39%
84,927
+5,756
28
$4.95M 2.14%
91,666
+8,913
29
$4.3M 1.86%
146,824
+12,790
30
$3.91M 1.69%
64,853
+9,383
31
$1.34M 0.58%
13,795
-211
32
$1.33M 0.58%
44,745
-586
33
$1.24M 0.54%
16,150
-740
34
$1.07M 0.46%
2,845
+43
35
$853K 0.37%
12,965
-30
36
$794K 0.34%
4,123
-27
37
$774K 0.34%
7,446
+145
38
$763K 0.33%
6,872
+46
39
$742K 0.32%
25,858
+274
40
$725K 0.31%
4,946
-145
41
$672K 0.29%
4,189
+10
42
$671K 0.29%
4,712
-8
43
$636K 0.28%
1,648
+17
44
$634K 0.27%
2,939
+22
45
$633K 0.27%
1,774
+208
46
$631K 0.27%
85,111
+566
47
$617K 0.27%
+1,542
48
$610K 0.26%
7,723
+68
49
$606K 0.26%
21,956
+289
50
$550K 0.24%
12,785
+200
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