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
$170M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$400K
3
+$394K
4
MMM icon
3M
MMM
+$386K
5
VZ icon
Verizon
VZ
+$315K

Top Sells

1
+$533K
2
+$483K
3
+$294K
4
NUE icon
Nucor
NUE
+$130K
5
TGT icon
Target
TGT
+$126K

Sector Composition

1 Consumer Staples 18.25%
2 Energy 16.96%
3 Financials 16.07%
4 Real Estate 8.87%
5 Technology 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.22M 4.83%
307,585
-19,957
2
$7.12M 4.18%
74,235
-1,356
3
$6.94M 4.08%
58,697
-2,483
4
$6.7M 3.93%
27,695
-523
5
$6.58M 3.87%
119,412
-8,770
6
$6.3M 3.7%
240,676
+2,169
7
$5.77M 3.39%
59,927
+909
8
$5.63M 3.31%
175,929
+3,754
9
$5.55M 3.26%
91,617
+1,595
10
$5.35M 3.14%
84,795
+3,098
11
$5.33M 3.13%
501,525
+22,212
12
$5.17M 3.04%
36,161
-132
13
$5.12M 3.01%
73,084
+661
14
$4.93M 2.9%
43,801
+1,434
15
$4.73M 2.78%
47,954
+1,006
16
$4.69M 2.75%
467,364
+15,366
17
$4.61M 2.71%
115,204
+3,987
18
$4.56M 2.68%
189,087
+7,762
19
$4.46M 2.62%
42,548
+2,698
20
$4.44M 2.61%
31,679
+1,344
21
$4.31M 2.53%
118,703
+5,088
22
$4.31M 2.53%
90,341
+3,717
23
$4.28M 2.52%
87,597
+4,359
24
$4.28M 2.51%
25,949
+1,461
25
$4.25M 2.5%
65,773
+3,322
1
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