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
$196M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$371K
2
+$330K
3
+$290K
4
VGR
Vector Group Ltd.
VGR
+$279K
5
VZ icon
Verizon
VZ
+$258K

Top Sells

1
+$426K
2
+$399K
3
+$340K
4
WSO icon
Watsco Inc
WSO
+$233K
5
TSCO icon
Tractor Supply
TSCO
+$224K

Sector Composition

1 Energy 20.96%
2 Consumer Staples 17%
3 Utilities 14.41%
4 Real Estate 9.29%
5 Financials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.11%
+6,188
102
$217K 0.11%
2,773
-1,763
103
$205K 0.1%
5,478
+40
104
$155K 0.08%
17,394
+205
105
– –
-2,740
106
– –
-4,331
107
– –
-9,088
108
– –
-4,789
109
– –
-1,926
110
– –
-4,685
1 2 3 4
5