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
$196M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$371K
2
+$330K
3
+$290K
4
VGR
Vector Group Ltd.
VGR
+$279K
5
VZ icon
Verizon
VZ
+$258K

Top Sells

1
+$426K
2
+$399K
3
+$340K
4
WSO icon
Watsco Inc
WSO
+$233K
5
TSCO icon
Tractor Supply
TSCO
+$224K

Sector Composition

1 Energy 20.96%
2 Consumer Staples 17%
3 Utilities 14.41%
4 Real Estate 9.29%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.14%
1,552
+86
77
$278K 0.14%
2,467
+154
78
$275K 0.14%
2,841
+196
79
$275K 0.14%
2,357
+154
80
$273K 0.14%
34,451
-13,588
81
$271K 0.14%
6,110
-2,340
82
$271K 0.14%
8,153
+559
83
$271K 0.14%
2,448
+183
84
$271K 0.14%
7,280
-6,015
85
$270K 0.14%
7,529
-5,246
86
$269K 0.14%
3,004
+159
87
$268K 0.14%
1,278
-821
88
$259K 0.13%
1,465
-683
89
$256K 0.13%
5,274
+276
90
$249K 0.13%
2,978
-924
91
$246K 0.13%
1,914
+137
92
$242K 0.12%
7,708
+997
93
$241K 0.12%
2,291
+229
94
$239K 0.12%
2,956
+346
95
$234K 0.12%
+5,316
96
$233K 0.12%
1,502
+117
97
$232K 0.12%
749
-675
98
$232K 0.12%
+2,561
99
$230K 0.12%
3,352
-1,012
100
$224K 0.11%
2,257
-91
1 2 3
4
5