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
$247M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.18M
3
+$4.59M
4
ADM icon
Archer Daniels Midland
ADM
+$1.55M
5
BKH icon
Black Hills Corp
BKH
+$667K

Top Sells

1
+$5.04M
2
+$1.74M
3
+$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.58M
5
ET icon
Energy Transfer Partners
ET
+$1.2M

Sector Composition

1 Energy 18.43%
2 Consumer Staples 16.85%
3 Financials 13.89%
4 Utilities 11.46%
5 Real Estate 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.8M 2.35%
112,210
+4,469
27
$5.67M 2.3%
103,882
+12,216
28
$5.39M 2.18%
+385,374
29
$5.18M 2.1%
+100,025
30
$4.94M 2%
162,043
+15,219
31
$4.59M 1.86%
+116,598
32
$3.37M 1.36%
68,453
+3,600
33
$1.4M 0.57%
12,361
-1,434
34
$1.36M 0.55%
3,240
+395
35
$1.23M 0.5%
16,047
-103
36
$1.15M 0.47%
40,964
-3,781
37
$979K 0.4%
7,197
-249
38
$905K 0.37%
5,280
+1,157
39
$841K 0.34%
13,096
+131
40
$810K 0.33%
1,939
+291
41
$764K 0.31%
4,313
-399
42
$762K 0.31%
1,813
+39
43
$740K 0.3%
4,561
-385
44
$731K 0.3%
26,548
-183,099
45
$712K 0.29%
7,043
+171
46
$705K 0.29%
24,175
-1,683
47
$699K 0.28%
4,284
+95
48
$696K 0.28%
13,300
+515
49
$655K 0.27%
23,078
+1,122
50
$644K 0.26%
8,068
+345
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