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
$135M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$378K
2
+$373K
3
+$327K
4
CVX icon
Chevron
CVX
+$321K
5
TCP
TC Pipelines LP
TCP
+$306K

Top Sells

1
+$134K
2
+$36.6K
3
+$36K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$30.3K

Sector Composition

1 Consumer Staples 17.95%
2 Energy 17.09%
3 Financials 15.5%
4 Real Estate 9.17%
5 Communication Services 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.16M 4.57%
353,124
+1,919
2
$5.82M 4.32%
64,273
+1,097
3
$5.66M 4.2%
37,139
+460
4
$5.53M 4.11%
135,942
+3,125
5
$5.08M 3.78%
28,806
+710
6
$4.79M 3.56%
59,620
+2,458
7
$4.66M 3.46%
241,491
+15,148
8
$4.58M 3.4%
90,807
+3,573
9
$4.48M 3.33%
41,836
+2,396
10
$4.35M 3.23%
174,096
+10,400
11
$4.28M 3.18%
46,756
+2,314
12
$4.17M 3.09%
73,840
+3,975
13
$4.08M 3.03%
112,220
+6,846
14
$4.06M 3.02%
76,401
+4,207
15
$3.98M 2.96%
28,629
+1,463
16
$3.77M 2.8%
23,940
+1,626
17
$3.72M 2.77%
60,623
+3,342
18
$3.72M 2.77%
450,551
+25,601
19
$3.61M 2.68%
59,966
+4,220
20
$3.53M 2.62%
29,311
+2,180
21
$3.52M 2.62%
110,065
+7,335
22
$3.52M 2.61%
179,694
+15,471
23
$3.51M 2.61%
161,590
+13,334
24
$3.48M 2.58%
84,758
+6,751
25
$3.46M 2.57%
58,818
+3,944
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