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
$247M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.18M
3
+$4.59M
4
ADM icon
Archer Daniels Midland
ADM
+$1.55M
5
BKH icon
Black Hills Corp
BKH
+$667K

Top Sells

1
+$5.04M
2
+$1.74M
3
+$1.64M
4
ABBV icon
AbbVie
ABBV
+$1.58M
5
ET icon
Energy Transfer Partners
ET
+$1.2M

Sector Composition

1 Energy 18.43%
2 Consumer Staples 16.85%
3 Financials 13.89%
4 Utilities 11.46%
5 Real Estate 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.23M 3.33%
102,625
+3,048
2
$8.12M 3.29%
516,520
-76,518
3
$8.01M 3.24%
68,900
-175
4
$7.9M 3.2%
39,914
-8,788
5
$7.61M 3.08%
260,811
-12,908
6
$7.21M 2.92%
39,620
-8,661
7
$7.18M 2.91%
171,107
-3,805
8
$6.87M 2.78%
35,978
-8,598
9
$6.84M 2.77%
43,394
+347
10
$6.79M 2.75%
108,074
+24,612
11
$6.78M 2.74%
333,330
+7,004
12
$6.75M 2.73%
94,141
+1,886
13
$6.72M 2.72%
153,971
+2,255
14
$6.71M 2.72%
211,929
-2,403
15
$6.68M 2.71%
123,522
+11,806
16
$6.61M 2.68%
375,780
+988
17
$6.6M 2.67%
68,229
+2,107
18
$6.52M 2.64%
595,242
-62,746
19
$6.47M 2.62%
390,278
+7,777
20
$6.44M 2.61%
70,929
+776
21
$6.31M 2.55%
39,873
+1,268
22
$6.26M 2.53%
89,454
+4,527
23
$6.03M 2.44%
166,657
+9,881
24
$5.89M 2.38%
97,504
+4,832
25
$5.86M 2.37%
101,158
-5,013
1
2 3 4 5