IF
Insight Folios Portfolio holdings
AUM
$280M
This Quarter Return
+4.48%
1 Year Return
+22.69%
3 Year Return
+32.94%
5 Year Return
+82.37%
10 Year Return
–
AUM
$247M
AUM Growth
+$247M
(+6.9%)
Cap. Flow
+$7.65M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
30.28%
Holding
126
New
7
Increased
56
Reduced
56
Closed
6
Top Buys
| 1 |
Western Union
WU
|
$5.39M |
| 2 |
Scotiabank
BNS
|
$5.18M |
| 3 |
HSBC
HSBC
|
$4.59M |
| 4 |
Archer Daniels Midland
ADM
|
$1.55M |
| 5 |
Black Hills Corp
BKH
|
$667K |
Top Sells
| 1 |
PPL Corp
PPL
|
$5.04M |
| 2 |
Nucor
NUE
|
$1.74M |
| 3 |
IBM
IBM
|
$1.64M |
| 4 |
AbbVie
ABBV
|
$1.58M |
| 5 |
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% |