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
$182M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.03M
3
+$3.94M
4
PPL icon
PPL Corp
PPL
+$3.8M
5
VZ icon
Verizon
VZ
+$1.4M

Top Sells

1
+$6.17M
2
+$5.1M
3
+$3.93M
4
PG icon
Procter & Gamble
PG
+$3.47M
5
IVZ icon
Invesco
IVZ
+$1.83M

Sector Composition

1 Energy 16.53%
2 Consumer Staples 15.6%
3 Utilities 12.52%
4 Financials 11.14%
5 Real Estate 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.14%
1,236
+138
102
$253K 0.14%
+415
103
$252K 0.14%
642
+46
104
$250K 0.14%
3,564
+553
105
$250K 0.14%
+966
106
$248K 0.14%
+1,717
107
$247K 0.14%
1,863
+276
108
$244K 0.13%
3,228
+454
109
$244K 0.13%
+623
110
$243K 0.13%
+1,446
111
$239K 0.13%
932
+129
112
$238K 0.13%
4,820
+744
113
$234K 0.13%
+1,279
114
$232K 0.13%
3,470
+525
115
$224K 0.12%
1,354
+232
116
$224K 0.12%
+1,650
117
$222K 0.12%
5,406
+868
118
$113K 0.06%
+16,581
119
– –
-1,700
120
– –
-1,511
121
– –
-7,595
122
– –
-10,865
123
– –
-4,571
124
– –
-4,333
1 2 3 4
5