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
$210M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.11M
3
+$499K
4
NSC icon
Norfolk Southern
NSC
+$477K
5
VZ icon
Verizon
VZ
+$463K

Top Sells

1
+$735K
2
+$608K
3
+$552K
4
ITIC icon
Investors Title Co
ITIC
+$439K
5
TSLA icon
Tesla
TSLA
+$436K

Sector Composition

1 Energy 19.26%
2 Consumer Staples 16.63%
3 Utilities 14.47%
4 Real Estate 8.9%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.14M 3.87%
94,963
+3,864
2
$7.71M 3.67%
50,354
+2,167
3
$7.68M 3.65%
52,987
+1,377
4
$7.55M 3.59%
97,287
+2,083
5
$6.95M 3.31%
92,178
+5,092
6
$6.71M 3.19%
70,507
+2,981
7
$6.51M 3.1%
62,372
+1,560
8
$6.32M 3%
88,558
+4,776
9
$6.31M 3%
35,566
+2,122
10
$6.1M 2.9%
610,810
+31,492
11
$6.02M 2.86%
56,116
+3,608
12
$5.96M 2.84%
124,887
+8,983
13
$5.94M 2.83%
87,099
+5,699
14
$5.91M 2.81%
97,656
+5,562
15
$5.9M 2.8%
242,012
+15,286
16
$5.9M 2.8%
41,770
+2,784
17
$5.87M 2.79%
139,008
+8,019
18
$5.87M 2.79%
115,743
+9,129
19
$5.84M 2.78%
279,800
+19,302
20
$5.7M 2.71%
78,281
+4,442
21
$5.43M 2.58%
82,861
+5,093
22
$5.43M 2.58%
68,227
+4,421
23
$5.22M 2.48%
248,905
-35,090
24
$5.19M 2.47%
183,999
+17,692
25
$5.01M 2.38%
215,084
+18,558
1
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