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
$210M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.11M
3
+$499K
4
NSC icon
Norfolk Southern
NSC
+$477K
5
VZ icon
Verizon
VZ
+$463K

Top Sells

1
+$735K
2
+$608K
3
+$552K
4
ITIC icon
Investors Title Co
ITIC
+$439K
5
TSLA icon
Tesla
TSLA
+$436K

Sector Composition

1 Energy 19.26%
2 Consumer Staples 16.63%
3 Utilities 14.47%
4 Real Estate 8.9%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.16%
1,377
+4
77
$328K 0.16%
5,932
-70
78
$327K 0.16%
3,984
-77
79
$319K 0.15%
1,519
-29
80
$317K 0.15%
697
-14
81
$317K 0.15%
18,170
+271
82
$313K 0.15%
2,313
+49
83
$308K 0.15%
3,847
-45
84
$307K 0.15%
8,663
+310
85
$305K 0.15%
2,348
+50
86
$302K 0.14%
1,728
-5
87
$298K 0.14%
6,286
-124
88
$292K 0.14%
5,595
-72
89
$287K 0.14%
2,645
-11
90
$279K 0.13%
10,697
+244
91
$273K 0.13%
4,998
+40
92
$269K 0.13%
6,630
-63
93
$267K 0.13%
2,203
+30
94
$267K 0.13%
1,466
+14
95
$263K 0.13%
7,594
+126
96
$259K 0.12%
2,265
+49
97
$254K 0.12%
8,238
+255
98
$254K 0.12%
6,711
+69
99
$251K 0.12%
1,777
+9
100
$246K 0.12%
5,438
-1,073
1 2 3
4
5