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
$221M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.14M
3
+$3.16M
4
VGR
Vector Group Ltd.
VGR
+$2.19M
5
VZ icon
Verizon
VZ
+$1.36M

Top Sells

1
+$4.12M
2
+$3.59M
3
+$2.23M
4
KSS icon
Kohl's
KSS
+$2.05M
5
CVX icon
Chevron
CVX
+$1.84M

Sector Composition

1 Consumer Staples 19.85%
2 Energy 19.03%
3 Utilities 14.13%
4 Real Estate 8.47%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.1%
2,910
-68
102
$228K 0.1%
7,354
-175
103
$221K 0.1%
2,203
-54
104
$216K 0.1%
17,554
+160
105
$200K 0.09%
+2,665
106
– –
-15,461
1 2 3 4
5