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
$231M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$617K
3
+$565K
4
IVZ icon
Invesco
IVZ
+$508K
5
T icon
AT&T
T
+$506K

Top Sells

1
+$112K
2
+$82.8K
3
+$57K
4
GWW icon
W.W. Grainger
GWW
+$33.9K
5
CAH icon
Cardinal Health
CAH
+$31.4K

Sector Composition

1 Energy 18.2%
2 Consumer Staples 17.72%
3 Utilities 13.69%
4 Real Estate 9.71%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.15%
1,318
-25
77
$344K 0.15%
2,675
+4
78
$337K 0.15%
819
+6
79
$333K 0.14%
6,336
-111
80
$328K 0.14%
1,409
-24
81
$327K 0.14%
8,337
+90
82
$326K 0.14%
1,550
+4
83
$326K 0.14%
2,178
-52
84
$324K 0.14%
2,103
-40
85
$323K 0.14%
1,365
+13
86
$312K 0.13%
1,836
-105
87
$308K 0.13%
2,221
-11
88
$300K 0.13%
3,057
+51
89
$297K 0.13%
4,057
-29
90
$294K 0.13%
3,688
-42
91
$294K 0.13%
623
+50
92
$293K 0.13%
2,664
-28
93
$288K 0.12%
2,784
-15
94
$284K 0.12%
7,918
+193
95
$282K 0.12%
5,690
-510
96
$279K 0.12%
1,957
+137
97
$278K 0.12%
+4,360
98
$270K 0.12%
2,503
+35
99
$270K 0.12%
2,218
-29
100
$263K 0.11%
3,190
+57
1 2 3
4
5