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
$213M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.71M
3
+$324K
4
MDB icon
MongoDB
MDB
+$306K
5
ED icon
Consolidated Edison
ED
+$305K

Top Sells

1
+$1.61M
2
+$350K
3
+$268K
4
DFS
Discover Financial Services
DFS
+$257K
5
TGT icon
Target
TGT
+$237K

Sector Composition

1 Energy 16.74%
2 Consumer Staples 14.56%
3 Utilities 12.37%
4 Financials 10.55%
5 Real Estate 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.91M 3.24%
60,528
-871
2
$6.38M 2.99%
94,466
+845
3
$6.38M 2.99%
47,151
+1,206
4
$6.13M 2.87%
183,021
+1,728
5
$6.05M 2.83%
51,522
+590
6
$5.99M 2.81%
246,635
+2,777
7
$5.86M 2.75%
76,435
+735
8
$5.74M 2.69%
33,552
+1,337
9
$5.58M 2.62%
91,221
+1,465
10
$5.56M 2.61%
59,827
+1,217
11
$5.56M 2.61%
82,541
+2,365
12
$5.48M 2.57%
64,222
+3,571
13
$5.47M 2.57%
52,190
+518
14
$5.4M 2.53%
78,797
+2,184
15
$5.34M 2.5%
231,912
+274
16
$5.3M 2.48%
74,048
-372
17
$5.07M 2.37%
97,532
+4,313
18
$4.97M 2.33%
107,108
+3,301
19
$4.86M 2.28%
+387,289
20
$4.85M 2.27%
124,110
+2,966
21
$4.85M 2.27%
102,297
+3,518
22
$4.83M 2.26%
68,450
+4,262
23
$4.8M 2.25%
87,468
+5,896
24
$4.79M 2.24%
35,836
-187
25
$4.71M 2.21%
95,369
+60
1
2 3 4 5