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
$231M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$617K
3
+$565K
4
IVZ icon
Invesco
IVZ
+$508K
5
T icon
AT&T
T
+$506K

Top Sells

1
+$112K
2
+$82.8K
3
+$57K
4
GWW icon
W.W. Grainger
GWW
+$33.9K
5
CAH icon
Cardinal Health
CAH
+$31.4K

Sector Composition

1 Energy 18.2%
2 Consumer Staples 17.72%
3 Utilities 13.69%
4 Real Estate 9.71%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.11%
21,138
+205
102
$252K 0.11%
9,640
+525
103
$247K 0.11%
519
104
$245K 0.11%
9,374
+460
105
$232K 0.1%
+1,759
106
$229K 0.1%
1,705
+36
107
$225K 0.1%
7,013
+429
108
$223K 0.1%
11,881
+1,120
109
$222K 0.1%
+400
110
$222K 0.1%
+1,459
111
$219K 0.1%
+2,837
112
$215K 0.09%
+137
113
$214K 0.09%
36,011
+873
114
$210K 0.09%
+3,416
115
$209K 0.09%
1,701
-673
116
$187K 0.08%
19,679
+5,053
117
$179K 0.08%
15,851
+4,101
118
$140K 0.06%
+2,989
119
$115K 0.05%
10,179
120
– –
-14,746
1 2 3 4
5