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
$213M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.71M
3
+$324K
4
MDB icon
MongoDB
MDB
+$306K
5
ED icon
Consolidated Edison
ED
+$305K

Top Sells

1
+$1.61M
2
+$350K
3
+$268K
4
DFS
Discover Financial Services
DFS
+$257K
5
TGT icon
Target
TGT
+$237K

Sector Composition

1 Energy 16.74%
2 Consumer Staples 14.56%
3 Utilities 12.37%
4 Financials 10.55%
5 Real Estate 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$311K 0.15%
3,955
+195
102
$310K 0.15%
2,271
+76
103
$309K 0.14%
1,058
+88
104
$306K 0.14%
+578
105
$304K 0.14%
5,142
+257
106
$302K 0.14%
2,653
+78
107
$300K 0.14%
+1,589
108
$300K 0.14%
8,712
+725
109
$299K 0.14%
1,584
+73
110
$294K 0.14%
968
+36
111
$291K 0.14%
3,410
+182
112
$282K 0.13%
5,841
+264
113
$281K 0.13%
5,755
+349
114
$281K 0.13%
1,965
+102
115
$275K 0.13%
2,422
+1,143
116
$272K 0.13%
3,750
+186
117
$272K 0.13%
+1,031
118
$270K 0.13%
3,682
+212
119
$270K 0.13%
+1,712
120
$268K 0.13%
+1,860
121
$265K 0.12%
5,154
+334
122
$263K 0.12%
+1,580
123
$261K 0.12%
6,352
+325
124
$254K 0.12%
+751
125
$252K 0.12%
1,447
+93
2 3 4
5
6