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
$226M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$865K
2
+$798K
3
+$796K
4
DOW icon
Dow Inc
DOW
+$763K
5
VICI icon
VICI Properties
VICI
+$492K

Top Sells

1
+$588K
2
+$584K
3
+$394K
4
LUMN icon
Lumen
LUMN
+$374K
5
AG icon
First Majestic Silver
AG
+$261K

Sector Composition

1 Consumer Staples 19.51%
2 Energy 19.2%
3 Utilities 14%
4 Real Estate 8.85%
5 Materials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$233K 0.1%
5,571
+49
102
$230K 0.1%
2,997
-211
103
$222K 0.1%
1,468
104
$222K 0.1%
20,451
+2,897
105
$222K 0.1%
2,910
106
$217K 0.1%
2,204
+1
107
$113K 0.05%
15,736
-36,163
108
– –
-71,591
1 2 3 4
5