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
$104M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.96M
3
+$2.67M
4
NUE icon
Nucor
NUE
+$2.48M
5
IVZ icon
Invesco
IVZ
+$1.41M

Top Sells

1
+$2.45M
2
+$1.13M
3
+$1.08M
4
GIS icon
General Mills
GIS
+$1.07M
5
ABBV icon
AbbVie
ABBV
+$914K

Sector Composition

1 Energy 19.37%
2 Consumer Staples 19.03%
3 Financials 12.35%
4 Real Estate 8.93%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.73M 3.58%
38,033
-9,306
2
$3.69M 3.54%
40,399
-8,495
3
$3.63M 3.49%
30,312
-9,454
4
$3.56M 3.41%
57,340
+354
5
$3.55M 3.41%
44,458
-4,732
6
$3.53M 3.39%
328,355
+130,999
7
$3.5M 3.36%
87,611
-1,286
8
$3.38M 3.24%
54,766
-17,302
9
$3.37M 3.24%
28,221
-4,705
10
$3.29M 3.16%
143,998
-5,930
11
$3.28M 3.15%
219,541
+54,612
12
$3.15M 3.03%
+150,289
13
$3.14M 3.01%
22,320
-5,575
14
$3.1M 2.98%
69,503
+3,616
15
$3.09M 2.96%
101,480
+4,785
16
$3.06M 2.94%
102,999
+6,860
17
$3.05M 2.92%
55,247
-8,504
18
$3.04M 2.92%
26,335
-981
19
$3M 2.88%
76,400
+2,039
20
$2.98M 2.86%
95,909
-2,292
21
$2.97M 2.85%
295,704
-17,091
22
$2.96M 2.84%
+51,313
23
$2.95M 2.83%
413,350
-84,871
24
$2.95M 2.83%
65,914
+8,926
25
$2.94M 2.82%
56,697
-8,926
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