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
$239M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$427K
2 +$377K
3 +$365K
4
MGRC icon
McGrath RentCorp
MGRC
+$342K
5
CMP icon
Compass Minerals
CMP
+$309K

Sector Composition

1 Energy 19.39%
2 Consumer Staples 18.76%
3 Utilities 13.7%
4 Real Estate 9.64%
5 Materials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,147