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
$239M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$839K
3
+$584K
4
RWT
Redwood Trust
RWT
+$548K
5
HASI icon
Hannon Armstrong Sustainable Infrastructure Capital
HASI
+$542K

Top Sells

1
+$427K
2
+$377K
3
+$365K
4
MGRC icon
McGrath RentCorp
MGRC
+$342K
5
CMP icon
Compass Minerals
CMP
+$309K

Sector Composition

1 Energy 19.39%
2 Consumer Staples 18.76%
3 Utilities 13.7%
4 Real Estate 9.64%
5 Materials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$362K 0.15%
2,013
+96
77
$348K 0.15%
2,519
-52
78
$347K 0.15%
1,612
-30
79
$341K 0.14%
3,930
-2,310
80
$338K 0.14%
1,540
-24
81
$338K 0.14%
2,286
-64
82
$323K 0.14%
4,348
-55
83
$320K 0.13%
2,011
-12
84
$319K 0.13%
4,135
-51
85
$316K 0.13%
2,899
-38
86
$306K 0.13%
1,351
+102
87
$304K 0.13%
8,469
-5,221
88
$299K 0.13%
3,393
+17
89
$298K 0.12%
2,659
+114
90
$297K 0.12%
+7,713
91
$294K 0.12%
3,017
-33
92
$293K 0.12%
3,129
+158
93
$287K 0.12%
1,550
+120
94
$283K 0.12%
7,044
+81
95
$278K 0.12%
+2,667
96
$277K 0.12%
9,347
+329
97
$274K 0.12%
814
+82
98
$272K 0.11%
+6,440
99
$269K 0.11%
4,291
+66
100
$256K 0.11%
7,365
-846
2 3
4
5 6