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
$182M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.03M
3
+$3.94M
4
PPL icon
PPL Corp
PPL
+$3.8M
5
VZ icon
Verizon
VZ
+$1.4M

Top Sells

1
+$6.17M
2
+$5.1M
3
+$3.93M
4
PG icon
Procter & Gamble
PG
+$3.47M
5
IVZ icon
Invesco
IVZ
+$1.83M

Sector Composition

1 Energy 16.53%
2 Consumer Staples 15.6%
3 Utilities 12.52%
4 Financials 11.14%
5 Real Estate 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.25%
+5,056
52
$430K 0.24%
+3,789
53
$428K 0.24%
+1,305
54
$427K 0.24%
+5,933
55
$422K 0.23%
+940
56
$413K 0.23%
+3,568
57
$412K 0.23%
+11,022
58
$399K 0.22%
+34,932
59
$397K 0.22%
+2,051
60
$393K 0.22%
+1,765
61
$390K 0.21%
+1,218
62
$388K 0.21%
+2,597
63
$384K 0.21%
+1,807
64
$384K 0.21%
+7,910
65
$374K 0.21%
+2,404
66
$372K 0.2%
+4,586
67
$366K 0.2%
+6,188
68
$357K 0.2%
913
-70
69
$335K 0.18%
+4,070
70
$328K 0.18%
1,618
+73
71
$316K 0.17%
1,605
+117
72
$310K 0.17%
+8,995
73
$309K 0.17%
1,987
+148
74
$305K 0.17%
1,265
+161
75
$298K 0.16%
1,518
+192
1 2
3
4 5