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
$221M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.14M
3
+$3.16M
4
VGR
Vector Group Ltd.
VGR
+$2.19M
5
VZ icon
Verizon
VZ
+$1.36M

Top Sells

1
+$4.12M
2
+$3.59M
3
+$2.23M
4
KSS icon
Kohl's
KSS
+$2.05M
5
CVX icon
Chevron
CVX
+$1.84M

Sector Composition

1 Consumer Staples 19.85%
2 Energy 19.03%
3 Utilities 14.13%
4 Real Estate 8.47%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$433K 0.2%
51,899
-3,971
52
$422K 0.19%
8,363
-11,632
53
$419K 0.19%
1,688
+29
54
$412K 0.19%
2,278
+76
55
$411K 0.19%
1,559
+36
56
$400K 0.18%
719
+14
57
$395K 0.18%
6,217
+214
58
$385K 0.17%
3,843
+293
59
$379K 0.17%
1,587
+39
60
$374K 0.17%
+71,591
61
$370K 0.17%
9,027
-216
62
$364K 0.16%
1,829
+47
63
$362K 0.16%
3,669
-86
64
$352K 0.16%
1,599
+47
65
$349K 0.16%
6,240
+130
66
$348K 0.16%
24,051
-574
67
$348K 0.16%
2,563
+96
68
$344K 0.16%
7,281
+189
69
$340K 0.15%
4,453
+120
70
$333K 0.15%
968
-24
71
$329K 0.15%
2,432
+75
72
$329K 0.15%
4,176
+143
73
$326K 0.15%
715
+88
74
$326K 0.15%
3,897
-86
75
$324K 0.15%
2,948
+107
1 2
3
4 5