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
$244M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$428K
3
+$254K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$219K
5
HSBC icon
HSBC
HSBC
+$215K

Top Sells

1
+$235K
2
+$232K
3
+$208K
4
AXON icon
Axon Enterprise
AXON
+$206K
5
LEG icon
Leggett & Platt
LEG
+$205K

Sector Composition

1 Energy 18.87%
2 Consumer Staples 17.37%
3 Financials 13.53%
4 Utilities 11.96%
5 Real Estate 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TD icon
26
Toronto Dominion Bank
TD
$135B
$5.48M 2.25%
99,668
+2,164
DOW icon
27
Dow Inc
DOW
$15.5B
$5.46M 2.24%
102,906
+1,748
HSBC icon
28
HSBC
HSBC
$227B
$5.29M 2.17%
121,533
+4,935
BTI icon
29
British American Tobacco
BTI
$112B
$5.22M 2.14%
168,788
+6,745
WU icon
30
Western Union
WU
$2.68B
$5.14M 2.11%
420,407
+35,033
BNS icon
31
Scotiabank
BNS
$79.2B
$4.83M 1.98%
105,579
+5,554
SQM icon
32
Sociedad Química y Minera de Chile
SQM
$12.5B
$2.79M 1.14%
68,379
-74
PG icon
33
Procter & Gamble
PG
$354B
$1.8M 0.74%
10,943
+6,382
MSFT icon
34
Microsoft
MSFT
$3.82T
$1.5M 0.62%
3,354
+114
EMR icon
35
Emerson Electric
EMR
$72.8B
$1.23M 0.5%
11,124
-1,237
TSM icon
36
TSMC
TSM
$1.53T
$1.19M 0.49%
6,830
-367
BSV icon
37
Vanguard Short-Term Bond ETF
BSV
$39B
$1.17M 0.48%
15,284
-763
AAPL icon
38
Apple
AAPL
$3.74T
$1.16M 0.47%
5,491
+211
BEN icon
39
Franklin Resources
BEN
$11.6B
$848K 0.35%
37,950
-3,014
WAL icon
40
Western Alliance Bancorporation
WAL
$8B
$807K 0.33%
12,842
-254
GS icon
41
Goldman Sachs
GS
$232B
$754K 0.31%
1,667
-272
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.06T
$749K 0.31%
1,840
+27
TMUS icon
43
T-Mobile US
TMUS
$258B
$740K 0.3%
4,198
-86
TSCO icon
44
Tractor Supply
TSCO
$29.3B
$701K 0.29%
12,980
-320
WD icon
45
Walker & Dunlop
WD
$2.77B
$678K 0.28%
6,908
-135
HASI icon
46
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.58B
$666K 0.27%
22,514
-564
PPL icon
47
PPL Corp
PPL
$27.7B
$650K 0.27%
23,514
-3,034
TGT icon
48
Target
TGT
$41.3B
$636K 0.26%
4,296
-17
COST icon
49
Costco
COST
$415B
$629K 0.26%
740
-10
QCOM icon
50
Qualcomm
QCOM
$176B
$617K 0.25%
3,099
-57
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