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
$210M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.11M
3
+$499K
4
NSC icon
Norfolk Southern
NSC
+$477K
5
VZ icon
Verizon
VZ
+$463K

Top Sells

1
+$735K
2
+$608K
3
+$552K
4
ITIC icon
Investors Title Co
ITIC
+$439K
5
TSLA icon
Tesla
TSLA
+$436K

Sector Composition

1 Energy 19.26%
2 Consumer Staples 16.63%
3 Utilities 14.47%
4 Real Estate 8.9%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$242K 0.12%
1,385
+49
102
$234K 0.11%
2,610
+12
103
$234K 0.11%
2,062
+85
104
$218K 0.1%
2,740
-1,443
105
$207K 0.1%
4,685
+207
106
$202K 0.1%
1,926
+83
107
$146K 0.07%
17,189
+183
108
– –
-2,063
109
– –
-6,249
110
– –
-2,885
111
– –
-2,161
112
– –
-8,292
113
– –
-589
114
– –
-570
115
– –
-659
116
– –
-968
117
– –
-1,215
118
– –
-1,964
119
– –
-1,460
120
– –
-1,915
121
– –
-16,788
122
– –
-2,482
123
– –
-1,860
1 2 3 4
5