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
$226M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$865K
2
+$798K
3
+$796K
4
DOW icon
Dow Inc
DOW
+$763K
5
VICI icon
VICI Properties
VICI
+$492K

Top Sells

1
+$588K
2
+$584K
3
+$394K
4
LUMN icon
Lumen
LUMN
+$374K
5
AG icon
First Majestic Silver
AG
+$261K

Sector Composition

1 Consumer Staples 19.51%
2 Energy 19.2%
3 Utilities 14%
4 Real Estate 8.85%
5 Materials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.18%
5,521
-292
52
$415K 0.18%
1,446
-27
53
$404K 0.18%
2,219
-59
54
$400K 0.18%
6,240
55
$387K 0.17%
7,646
-717
56
$385K 0.17%
6,205
-12
57
$382K 0.17%
5,915
-247
58
$378K 0.17%
1,553
-46
59
$377K 0.17%
2,210
60
$375K 0.17%
1,642
-46
61
$372K 0.16%
5,376
-84
62
$366K 0.16%
4,169
+326
63
$365K 0.16%
1,147
64
$360K 0.16%
7,320
+39
65
$359K 0.16%
24,057
+6
66
$357K 0.16%
2,350
-82
67
$357K 0.16%
1,917
-1
68
$355K 0.16%
715
69
$350K 0.16%
1,751
-78
70
$348K 0.15%
1,564
-23
71
$345K 0.15%
2,571
+8
72
$342K 0.15%
3,668
-1
73
$342K 0.15%
3,050
-59
74
$342K 0.15%
2,558
+16
75
$340K 0.15%
4,403
-50
1 2
3
4 5