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
$213M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.71M
3
+$324K
4
MDB icon
MongoDB
MDB
+$306K
5
ED icon
Consolidated Edison
ED
+$305K

Top Sells

1
+$1.61M
2
+$350K
3
+$268K
4
DFS
Discover Financial Services
DFS
+$257K
5
TGT icon
Target
TGT
+$237K

Sector Composition

1 Energy 16.74%
2 Consumer Staples 14.56%
3 Utilities 12.37%
4 Financials 10.55%
5 Real Estate 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$379K 0.18%
1,538
+133
77
$375K 0.18%
2,720
+1,070
78
$373K 0.17%
9,060
+65
79
$369K 0.17%
2,031
+44
80
$369K 0.17%
2,711
+307
81
$368K 0.17%
965
+342
82
$357K 0.17%
2,054
+272
83
$355K 0.17%
7,411
+568
84
$353K 0.17%
2,515
+70
85
$351K 0.16%
2,108
+662
86
$350K 0.16%
1,306
+41
87
$348K 0.16%
1,893
+889
88
$340K 0.16%
2,417
+83
89
$340K 0.16%
655
+13
90
$337K 0.16%
10,828
-8,596
91
$331K 0.16%
1,873
+156
92
$331K 0.16%
1,918
+69
93
$331K 0.16%
4,070
94
$330K 0.15%
5,655
+176
95
$327K 0.15%
1,566
+48
96
$324K 0.15%
1,645
+40
97
$317K 0.15%
1,284
+48
98
$313K 0.15%
5,996
+281
99
$312K 0.15%
8,635
+720
100
$312K 0.15%
16,572
+1,333
2 3
4
5 6