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
$170M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$544K
2 +$400K
3 +$394K
4
MMM icon
3M
MMM
+$386K
5
VZ icon
Verizon
VZ
+$315K

Top Sells

1 +$533K
2 +$483K
3 +$294K
4
NUE icon
Nucor
NUE
+$130K
5
TGT icon
Target
TGT
+$126K

Sector Composition

1 Consumer Staples 18.25%
2 Energy 16.96%
3 Financials 16.07%
4 Real Estate 8.87%
5 Technology 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$228K 0.13%
+1,511
77
$226K 0.13%
+2,774
78
$217K 0.13%
+4,538
79
$212K 0.12%
+1,587
80
$202K 0.12%
+1,122