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
$231M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$617K
3
+$565K
4
IVZ icon
Invesco
IVZ
+$508K
5
T icon
AT&T
T
+$506K

Top Sells

1
+$112K
2
+$82.8K
3
+$57K
4
GWW icon
W.W. Grainger
GWW
+$33.9K
5
CAH icon
Cardinal Health
CAH
+$31.4K

Sector Composition

1 Energy 18.2%
2 Consumer Staples 17.72%
3 Utilities 13.69%
4 Real Estate 9.71%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.24%
17,091
+299
52
$542K 0.23%
4,820
-136
53
$529K 0.23%
3,656
-112
54
$512K 0.22%
1,477
+7
55
$495K 0.21%
23,000
+566
56
$491K 0.21%
15,591
+470
57
$488K 0.21%
739
58
$486K 0.21%
924
59
$484K 0.21%
7,965
+191
60
$470K 0.2%
7,243
+122
61
$466K 0.2%
12,774
+72
62
$439K 0.19%
3,299
-218
63
$434K 0.19%
3,890
64
$421K 0.18%
509
-41
65
$414K 0.18%
4,103
-312
66
$401K 0.17%
4,855
-268
67
$399K 0.17%
2,341
+30
68
$395K 0.17%
4,320
+144
69
$391K 0.17%
7,751
+113
70
$386K 0.17%
6,543
-59
71
$375K 0.16%
1,444
-47
72
$372K 0.16%
1,256
-80
73
$372K 0.16%
4,508
-188
74
$350K 0.15%
1,278
-8
75
$346K 0.15%
1,555
-25
1 2
3
4 5