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
$196M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$371K
2
+$330K
3
+$290K
4
VGR
Vector Group Ltd.
VGR
+$279K
5
VZ icon
Verizon
VZ
+$258K

Top Sells

1
+$426K
2
+$399K
3
+$340K
4
WSO icon
Watsco Inc
WSO
+$233K
5
TSCO icon
Tractor Supply
TSCO
+$224K

Sector Composition

1 Energy 20.96%
2 Consumer Staples 17%
3 Utilities 14.41%
4 Real Estate 9.29%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.18%
9,243
+580
52
$352K 0.18%
1,659
+26
53
$351K 0.18%
1,523
+46
54
$350K 0.18%
1,548
+29
55
$345K 0.18%
705
+8
56
$341K 0.17%
6,071
+139
57
$336K 0.17%
6,003
+265
58
$336K 0.17%
4,166
+182
59
$335K 0.17%
1,441
+64
60
$335K 0.17%
1,782
+54
61
$328K 0.17%
3,550
-54
62
$315K 0.16%
3,755
-2,428
63
$312K 0.16%
3,983
-1,471
64
$308K 0.16%
1,920
-1,145
65
$307K 0.16%
7,092
+462
66
$306K 0.16%
4,333
+147
67
$303K 0.15%
1,959
-704
68
$302K 0.15%
6,653
+367
69
$302K 0.15%
1,174
-907
70
$296K 0.15%
627
-343
71
$291K 0.15%
992
-318
72
$283K 0.14%
4,033
+186
73
$282K 0.14%
2,264
-812
74
$281K 0.14%
1,092
-454
75
$280K 0.14%
1,303
-75
1 2
3
4 5