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
$247M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$5.18M
3 +$4.59M
4
ADM icon
Archer Daniels Midland
ADM
+$1.55M
5
BKH icon
Black Hills Corp
BKH
+$667K

Top Sells

1 +$5.04M
2 +$1.74M
3 +$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.58M
5
ET icon
Energy Transfer Partners
ET
+$1.2M

Sector Composition

1 Energy 18.43%
2 Consumer Staples 16.85%
3 Financials 13.89%
4 Utilities 11.46%
5 Real Estate 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,179