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
$182M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.03M
3
+$3.94M
4
PPL icon
PPL Corp
PPL
+$3.8M
5
VZ icon
Verizon
VZ
+$1.4M

Top Sells

1
+$6.17M
2
+$5.1M
3
+$3.93M
4
PG icon
Procter & Gamble
PG
+$3.47M
5
IVZ icon
Invesco
IVZ
+$1.83M

Sector Composition

1 Energy 16.53%
2 Consumer Staples 15.6%
3 Utilities 12.52%
4 Financials 11.14%
5 Real Estate 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.16%
2,445
+246
77
$295K 0.16%
3,760
+502
78
$294K 0.16%
2,575
+247
79
$286K 0.16%
5,479
+555
80
$281K 0.15%
1,405
+140
81
$281K 0.15%
+1,607
82
$280K 0.15%
2,232
+267
83
$276K 0.15%
2,334
+168
84
$270K 0.15%
6,027
+842
85
$269K 0.15%
+6,843
86
$269K 0.15%
5,715
+845
87
$269K 0.15%
+15,239
88
$268K 0.15%
1,782
+218
89
$267K 0.15%
+1,087
90
$265K 0.15%
1,511
+126
91
$265K 0.15%
+7,915
92
$264K 0.15%
4,326
+462
93
$264K 0.15%
1,849
+219
94
$263K 0.14%
+1,004
95
$259K 0.14%
2,195
+180
96
$259K 0.14%
5,577
+636
97
$257K 0.14%
+970
98
$256K 0.14%
+2,770
99
$256K 0.14%
4,885
+633
100
$256K 0.14%
+7,987
1 2 3
4
5