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
$247M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.18M
3
+$4.59M
4
ADM icon
Archer Daniels Midland
ADM
+$1.55M
5
BKH icon
Black Hills Corp
BKH
+$667K

Top Sells

1
+$5.04M
2
+$1.74M
3
+$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.58M
5
ET icon
Energy Transfer Partners
ET
+$1.2M

Sector Composition

1 Energy 18.43%
2 Consumer Staples 16.85%
3 Financials 13.89%
4 Utilities 11.46%
5 Real Estate 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$632K 0.26%
1,539
-3
52
$602K 0.24%
3,045
+106
53
$567K 0.23%
89,028
+3,917
54
$563K 0.23%
1,468
-9
55
$550K 0.22%
750
+11
56
$548K 0.22%
4,177
-643
57
$544K 0.22%
8,511
+546
58
$534K 0.22%
3,156
-500
59
$534K 0.22%
17,918
+827
60
$516K 0.21%
16,531
+940
61
$513K 0.21%
3,870
-20
62
$493K 0.2%
12,525
-249
63
$481K 0.19%
7,092
-151
64
$456K 0.18%
922
-2
65
$455K 0.18%
24,640
+1,640
66
$446K 0.18%
4,940
-750
67
$421K 0.17%
847
+28
68
$412K 0.17%
2,768
+93
69
$407K 0.16%
2,337
-4
70
$389K 0.16%
7,672
-79
71
$378K 0.15%
6,174
-369
72
$377K 0.15%
2,307
-992
73
$376K 0.15%
8,288
+370
74
$371K 0.15%
4,182
-138
75
$369K 0.15%
363
-146
1 2
3
4 5