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
$247M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.18M
3
+$4.59M
4
ADM icon
Archer Daniels Midland
ADM
+$1.55M
5
BKH icon
Black Hills Corp
BKH
+$667K

Top Sells

1
+$5.04M
2
+$1.74M
3
+$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.58M
5
ET icon
Energy Transfer Partners
ET
+$1.2M

Sector Composition

1 Energy 18.43%
2 Consumer Staples 16.85%
3 Financials 13.89%
4 Utilities 11.46%
5 Real Estate 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$367K 0.15%
708
+85
77
$361K 0.15%
1,416
+51
78
$358K 0.15%
3,203
-900
79
$352K 0.14%
5,858
-478
80
$352K 0.14%
1,382
-173
81
$347K 0.14%
1,612
+62
82
$344K 0.14%
1,908
+449
83
$343K 0.14%
3,835
-673
84
$339K 0.14%
3,953
-902
85
$334K 0.14%
8,678
+341
86
$333K 0.13%
1,877
-226
87
$326K 0.13%
1,152
-292
88
$325K 0.13%
1,152
-104
89
$323K 0.13%
2,602
-182
90
$321K 0.13%
1,324
+46
91
$315K 0.13%
1,174
-144
92
$313K 0.13%
3,471
-217
93
$310K 0.13%
1,770
-66
94
$307K 0.12%
1,979
-242
95
$304K 0.12%
3,107
+50
96
$303K 0.12%
2,487
-16
97
$303K 0.12%
3,729
-328
98
$299K 0.12%
1,197
-212
99
$299K 0.12%
+1,616
100
$297K 0.12%
1,941
-16
2 3
4
5 6