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
$244M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$428K
3
+$254K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$219K
5
HSBC icon
HSBC
HSBC
+$215K

Top Sells

1
+$235K
2
+$232K
3
+$208K
4
AXON icon
Axon Enterprise
AXON
+$206K
5
LEG icon
Leggett & Platt
LEG
+$205K

Sector Composition

1 Energy 18.87%
2 Consumer Staples 17.37%
3 Financials 13.53%
4 Utilities 11.96%
5 Real Estate 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.65T
$612K 0.25%
3,810
-60
NEE icon
52
NextEra Energy
NEE
$174B
$589K 0.24%
8,313
-198
AMT icon
53
American Tower
AMT
$89.6B
$583K 0.24%
2,997
-48
DE icon
54
Deere & Co
DE
$124B
$575K 0.24%
1,539
RWT
55
Redwood Trust
RWT
$709M
$569K 0.23%
87,608
-1,420
DFS
56
DELISTED
Discover Financial Services
DFS
$539K 0.22%
4,119
-58
AY
57
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
$529K 0.22%
24,079
-561
VICI icon
58
VICI Properties
VICI
$32.9B
$504K 0.21%
17,602
-316
HD icon
59
Home Depot
HD
$390B
$496K 0.2%
1,440
-28
EQL icon
60
ALPS Equal Sector Weight ETF
EQL
$561M
$494K 0.2%
12,576
+51
IXUS icon
61
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
$487K 0.2%
7,204
+112
KSS icon
62
Kohl's
KSS
$1.74B
$477K 0.2%
20,743
-3,432
NVDA icon
63
NVIDIA
NVDA
$4.46T
$473K 0.19%
3,830
-1,110
CVS icon
64
CVS Health
CVS
$105B
$471K 0.19%
7,968
-100
UNH icon
65
UnitedHealth
UNH
$323B
$469K 0.19%
922
BIP icon
66
Brookfield Infrastructure Partners
BIP
$15.9B
$445K 0.18%
16,216
-315
TXN icon
67
Texas Instruments
TXN
$161B
$445K 0.18%
2,287
-50
GRMN icon
68
Garmin
GRMN
$47.9B
$442K 0.18%
2,710
-58
DPZ icon
69
Domino's
DPZ
$14.1B
$427K 0.18%
827
-20
KO icon
70
Coca-Cola
KO
$295B
$395K 0.16%
6,205
+31
TFLO icon
71
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$393K 0.16%
7,753
+81
GM icon
72
General Motors
GM
$55.6B
$374K 0.15%
8,042
-246
ELV icon
73
Elevance Health
ELV
$78.5B
$371K 0.15%
685
-23
MMM icon
74
3M
MMM
$81.3B
$370K 0.15%
3,621
-561
AMZN icon
75
Amazon
AMZN
$2.27T
$364K 0.15%
1,883
-25
1 2
3
4 5