Insight Folios Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Oneok
OKE
|
+$1.68M |
| 2 |
Western Union
WU
|
+$556K |
| 3 |
Nucor
NUE
|
+$503K |
| 4 |
Chevron
CVX
|
+$480K |
| 5 |
Starwood Property Trust
STWD
|
+$473K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VGR
Vector Group Ltd.
VGR
|
+$4.82M |
| 2 |
UnitedHealth
UNH
|
+$99.5K |
| 3 |
PPL
PPL Corp
PPL
|
+$46.4K |
| 4 |
Apple
AAPL
|
+$45.1K |
| 5 |
Microsoft
MSFT
|
+$30.4K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 18.33% |
| 2 | Consumer Staples | 16.24% |
| 3 | Financials | 13.94% |
| 4 | Utilities | 12.63% |
| 5 | Real Estate | 9.86% |
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Insight Folios's Q3 2024 Portfolio in Review
As of Q3 2024, Insight Folios held 119 positions worth $280M, up 15% from $244M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Insight Folios deployed $9.8M of net new capital in Q3 2024, opening 5 new positions and adding to 75 existing holdings. Its largest new stake was Axon Enterprise: 599 shares worth $239K.
By sector, the portfolio is most concentrated in Energy at 18% of assets, down from 19% a quarter earlier, followed by Consumer Staples and Financials.
On the sell side, the largest reduction was Vector Group Ltd., an estimated $4.82M trimmed.
- Insight Folios's largest Q3 2024 buy was Axon Enterprise: 599 shares worth $239K.
- Insight Folios added most to Oneok in Q3 2024, an estimated $1.68M increase.
- Insight Folios's biggest Q3 2024 reduction was Vector Group Ltd., cutting an estimated $4.82M.
- Insight Folios's ten largest holdings make up 32% of its $280M portfolio in Q3 2024.
- Insight Folios opened 5 new positions and closed 0 in Q3 2024.
- Insight Folios's portfolio value rose 15% quarter-over-quarter to $280M.
Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.