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
$213M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.71M
3
+$324K
4
MDB icon
MongoDB
MDB
+$306K
5
ED icon
Consolidated Edison
ED
+$305K

Top Sells

1
+$1.61M
2
+$350K
3
+$268K
4
DFS
Discover Financial Services
DFS
+$257K
5
TGT icon
Target
TGT
+$237K

Sector Composition

1 Energy 16.74%
2 Consumer Staples 14.56%
3 Utilities 12.37%
4 Financials 10.55%
5 Real Estate 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$242K 0.11%
2,342
+110
127
$225K 0.11%
+491
128
$224K 0.1%
+624
129
$219K 0.1%
+333
130
$219K 0.1%
+643
131
$214K 0.1%
+2,216
132
$213K 0.1%
+1,374
133
$209K 0.1%
+1,063
134
$206K 0.1%
+1,014
135
$203K 0.1%
+1,342
136
$203K 0.1%
+1,748
137
$201K 0.09%
+2,197
138
$116K 0.05%
16,793
+212
139
$96K 0.05%
+10,179
2 3 4 5
6