IF

Insight Folios Portfolio holdings

AUM $280M
1-Year Est. Return 22.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$556K
3
+$503K
4
CVX icon
Chevron
CVX
+$480K
5
STWD icon
Starwood Property Trust
STWD
+$473K

Top Sells

1
+$4.82M
2
+$99.5K
3
+$46.4K
4
AAPL icon
Apple
AAPL
+$45.1K
5
MSFT icon
Microsoft
MSFT
+$30.4K

Sector Composition

1 Energy 18.33%
2 Consumer Staples 16.24%
3 Financials 13.94%
4 Utilities 12.63%
5 Real Estate 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
101
Abbott
ABT
$193B
$307K 0.11%
2,691
+87
PSX icon
102
Phillips 66
PSX
$67.5B
$306K 0.11%
2,325
+65
SYY icon
103
Sysco
SYY
$41.6B
$304K 0.11%
3,897
+113
MDT icon
104
Medtronic
MDT
$119B
$301K 0.11%
3,345
-9
EVRI
105
DELISTED
Everi Holdings
EVRI
$300K 0.11%
22,868
-534
PPG icon
106
PPG Industries
PPG
$25.3B
$294K 0.1%
2,217
+81
MAA icon
107
Mid-America Apartment Communities
MAA
$15.6B
$290K 0.1%
1,822
+51
SPY icon
108
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$288K 0.1%
502
-23
GPC icon
109
Genuine Parts
GPC
$16B
$287K 0.1%
2,053
+63
HRL icon
110
Hormel Foods
HRL
$13.4B
$286K 0.1%
9,007
+317
TROW icon
111
T. Rowe Price
TROW
$20B
$285K 0.1%
2,612
+90
MELI icon
112
Mercado Libre
MELI
$90.4B
$261K 0.09%
127
-1
AXON icon
113
Axon Enterprise
AXON
$45.6B
$239K 0.09%
+599
IUSB icon
114
iShares Core Universal USD Bond ETF
IUSB
$35.8B
$228K 0.08%
4,843
TSLA icon
115
Tesla
TSLA
$1.52T
$217K 0.08%
+829
FOUR icon
116
Shift4
FOUR
$3.31B
$210K 0.07%
+2,366
AIT icon
117
Applied Industrial Technologies
AIT
$10.3B
$204K 0.07%
+915
PCTY icon
118
Paylocity
PCTY
$6.32B
$203K 0.07%
+1,229
ASUR icon
119
Asure Software
ASUR
$256M
$175K 0.06%
19,319
-174
1 2 3 4
5