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
$182M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$4.03M
3
+$3.94M
4
PPL icon
PPL Corp
PPL
+$3.8M
5
VZ icon
Verizon
VZ
+$1.4M

Top Sells

1
+$6.17M
2
+$5.1M
3
+$3.93M
4
PG icon
Procter & Gamble
PG
+$3.47M
5
IVZ icon
Invesco
IVZ
+$1.83M

Sector Composition

1 Energy 16.53%
2 Consumer Staples 15.6%
3 Utilities 12.52%
4 Financials 11.14%
5 Real Estate 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.05M 3.33%
61,399
-12,836
2
$5.95M 3.28%
243,858
+3,182
3
$5.62M 3.09%
93,621
+2,004
4
$5.58M 3.07%
231,638
-75,947
5
$5.52M 3.04%
58,610
-1,317
6
$5.39M 2.97%
181,293
+5,364
7
$5.28M 2.91%
89,756
+4,961
8
$5.21M 2.87%
543,835
+42,310
9
$5.2M 2.86%
32,215
+6,266
10
$5.17M 2.84%
50,932
+8,384
11
$5.04M 2.78%
51,672
+3,718
12
$5.04M 2.77%
93,219
+25,863
13
$5.01M 2.76%
75,700
+2,616
14
$4.96M 2.73%
45,945
+2,144
15
$4.83M 2.66%
236,816
+53,273
16
$4.82M 2.65%
121,144
+5,940
17
$4.8M 2.64%
80,176
+17,102
18
$4.79M 2.63%
36,023
+4,344
19
$4.75M 2.61%
76,613
+11,507
20
$4.73M 2.6%
103,807
+16,210
21
$4.68M 2.57%
74,420
+8,647
22
$4.6M 2.53%
509,167
+41,803
23
$4.5M 2.47%
98,779
+8,438
24
$4.49M 2.47%
95,309
-24,103
25
$4.46M 2.45%
205,976
+16,889
1
2 3 4 5