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
$221M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.14M
3
+$3.16M
4
VGR
Vector Group Ltd.
VGR
+$2.19M
5
VZ icon
Verizon
VZ
+$1.36M

Top Sells

1
+$4.12M
2
+$3.59M
3
+$2.23M
4
KSS icon
Kohl's
KSS
+$2.05M
5
CVX icon
Chevron
CVX
+$1.84M

Sector Composition

1 Consumer Staples 19.85%
2 Energy 19.03%
3 Utilities 14.13%
4 Real Estate 8.47%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$320K 0.14%
7,115
-165
77
$320K 0.14%
2,542
+94
78
$318K 0.14%
3,109
+105
79
$317K 0.14%
1,918
-41
80
$314K 0.14%
6,889
+236
81
$314K 0.14%
2,210
-54
82
$313K 0.14%
5,460
+186
83
$308K 0.14%
1,248
-30
84
$302K 0.14%
8,084
+376
85
$294K 0.13%
1,876
-44
86
$292K 0.13%
33,689
-762
87
$286K 0.13%
1,147
-27
88
$285K 0.13%
1,067
-25
89
$280K 0.13%
1,998
+84
90
$278K 0.13%
8,614
+461
91
$270K 0.12%
1,272
-31
92
$267K 0.12%
2,445
+154
93
$254K 0.11%
732
-17
94
$251K 0.11%
3,230
+274
95
$244K 0.11%
3,273
-79
96
$241K 0.11%
1,431
-34
97
$240K 0.11%
2,709
-64
98
$239K 0.11%
5,522
+44
99
$238K 0.11%
3,208
-2,141
100
$230K 0.1%
1,468
-34
1 2 3
4
5