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
$170M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$400K
3
+$394K
4
MMM icon
3M
MMM
+$386K
5
VZ icon
Verizon
VZ
+$315K

Top Sells

1
+$533K
2
+$483K
3
+$294K
4
NUE icon
Nucor
NUE
+$130K
5
TGT icon
Target
TGT
+$126K

Sector Composition

1 Consumer Staples 18.25%
2 Energy 16.96%
3 Financials 16.07%
4 Real Estate 8.87%
5 Technology 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$277K 0.16%
+1,630
52
$272K 0.16%
+2,328
53
$269K 0.16%
+5,185
54
$265K 0.16%
+8,759
55
$264K 0.16%
+4,924
56
$261K 0.15%
+596
57
$258K 0.15%
+3,011
58
$256K 0.15%
+4,870
59
$255K 0.15%
+1,104
60
$253K 0.15%
+3,258
61
$251K 0.15%
+2,166
62
$251K 0.15%
+1,265
63
$250K 0.15%
+1,326
64
$245K 0.14%
+1,098
65
$244K 0.14%
+1,965
66
$244K 0.14%
+7,595
67
$242K 0.14%
+2,945
68
$236K 0.14%
+2,015
69
$235K 0.14%
+4,333
70
$233K 0.14%
+4,076
71
$232K 0.14%
+1,564
72
$232K 0.14%
+4,941
73
$231K 0.14%
+803
74
$230K 0.14%
+4,252
75
$230K 0.14%
+4,571
1 2
3
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