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
$213M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.71M
3
+$324K
4
MDB icon
MongoDB
MDB
+$306K
5
ED icon
Consolidated Edison
ED
+$305K

Top Sells

1
+$1.61M
2
+$350K
3
+$268K
4
DFS
Discover Financial Services
DFS
+$257K
5
TGT icon
Target
TGT
+$237K

Sector Composition

1 Energy 16.74%
2 Consumer Staples 14.56%
3 Utilities 12.37%
4 Financials 10.55%
5 Real Estate 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$593K 0.28%
24,824
-14,665
52
$590K 0.28%
8,322
-11
53
$586K 0.27%
1,411
+106
54
$583K 0.27%
5,668
+189
55
$563K 0.26%
8,460
+550
56
$563K 0.26%
5,533
+477
57
$548K 0.26%
1,322
+104
58
$548K 0.26%
966
+26
59
$515K 0.24%
6,421
+488
60
$501K 0.23%
2,192
+141
61
$486K 0.23%
11,981
+959
62
$485K 0.23%
5,018
+432
63
$474K 0.22%
3,854
+286
64
$470K 0.22%
2,816
+219
65
$460K 0.22%
916
+3
66
$451K 0.21%
2,875
+1,268
67
$450K 0.21%
1,278
+312
68
$444K 0.21%
1,975
+168
69
$435K 0.2%
1,683
+65
70
$424K 0.2%
6,802
+614
71
$418K 0.2%
1,931
+166
72
$412K 0.19%
6,315
+3,545
73
$396K 0.19%
1,934
+847
74
$390K 0.18%
647
+232
75
$381K 0.18%
4,439
+113
1 2
3
4 5