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
$210M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.11M
3
+$499K
4
NSC icon
Norfolk Southern
NSC
+$477K
5
VZ icon
Verizon
VZ
+$463K

Top Sells

1
+$735K
2
+$608K
3
+$552K
4
ITIC icon
Investors Title Co
ITIC
+$439K
5
TSLA icon
Tesla
TSLA
+$436K

Sector Composition

1 Energy 19.26%
2 Consumer Staples 16.63%
3 Utilities 14.47%
4 Real Estate 8.9%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.21%
2,148
+55
52
$429K 0.2%
1,546
+35
53
$426K 0.2%
4,331
+103
54
$423K 0.2%
5,454
+193
55
$414K 0.2%
5,337
-2,372
56
$411K 0.2%
8,450
+170
57
$409K 0.19%
2,663
+69
58
$402K 0.19%
48,039
-7,777
59
$400K 0.19%
57,111
+1,022
60
$399K 0.19%
4,789
+86
61
$394K 0.19%
+3,076
62
$390K 0.19%
3,604
+136
63
$389K 0.18%
1,310
+41
64
$388K 0.18%
23,175
+588
65
$376K 0.18%
3,902
+106
66
$367K 0.17%
2,763
-29
67
$365K 0.17%
1,477
+47
68
$361K 0.17%
1,633
-34
69
$361K 0.17%
5,738
-1
70
$357K 0.17%
2,139
+73
71
$357K 0.17%
4,364
-706
72
$355K 0.17%
4,186
-83
73
$352K 0.17%
1,378
+25
74
$340K 0.16%
9,088
+279
75
$338K 0.16%
2,845
-48
1 2
3
4 5