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
$226M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$865K
2
+$798K
3
+$796K
4
DOW icon
Dow Inc
DOW
+$763K
5
VICI icon
VICI Properties
VICI
+$492K

Top Sells

1
+$588K
2
+$584K
3
+$394K
4
LUMN icon
Lumen
LUMN
+$374K
5
AG icon
First Majestic Silver
AG
+$261K

Sector Composition

1 Consumer Staples 19.51%
2 Energy 19.2%
3 Utilities 14%
4 Real Estate 8.85%
5 Materials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.15%
7,115
77
$320K 0.14%
2,023
+25
78
$317K 0.14%
968
79
$315K 0.14%
4,186
+10
80
$309K 0.14%
9,025
-2
81
$306K 0.14%
1,876
82
$305K 0.14%
1,067
83
$304K 0.13%
3,272
-1
84
$300K 0.13%
3,895
-2
85
$297K 0.13%
2,937
-11
86
$297K 0.13%
2,708
-1
87
$296K 0.13%
33,702
+13
88
$293K 0.13%
8,469
+385
89
$288K 0.13%
9,018
+404
90
$287K 0.13%
2,545
+100
91
$278K 0.12%
6,963
+74
92
$274K 0.12%
1,430
-1
93
$272K 0.12%
+8,211
94
$272K 0.12%
3,376
+146
95
$265K 0.12%
1,249
+1
96
$263K 0.12%
1,287
+15
97
$262K 0.12%
+4,225
98
$248K 0.11%
7,351
-3
99
$242K 0.11%
732
100
$239K 0.11%
2,971
+306
1 2 3
4
5