IIL

Insight Inv LLC Portfolio holdings

AUM $149M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.1M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$316K
3
+$223K
4
PARA
Paramount Global Class B
PARA
+$212K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$142K

Top Sells

1
+$303K
2
+$297K
3
+$199K
4
EMR icon
Emerson Electric
EMR
+$186K
5
VZ icon
Verizon
VZ
+$165K

Sector Composition

1 Technology 21.69%
2 Healthcare 18.74%
3 Financials 12.72%
4 Industrials 8.35%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.51%
36,816
+945
27
$1.49M 1.5%
29,950
-1,000
28
$1.47M 1.48%
46,645
+275
29
$1.47M 1.48%
15,531
+560
30
$1.43M 1.44%
18,760
+740
31
$1.4M 1.41%
15,443
+200
32
$1.37M 1.38%
19,558
33
$1.36M 1.38%
2,825
-35
34
$1.3M 1.31%
8,234
35
$1.25M 1.26%
8,705
+175
36
$1.23M 1.24%
13,479
37
$1.19M 1.21%
26,010
-150
38
$1.19M 1.2%
17,640
+325
39
$1.12M 1.13%
20,083
+225
40
$1.1M 1.11%
10,149
+388
41
$1.09M 1.1%
+38,370
42
$1.07M 1.08%
7,558
+75
43
$1.06M 1.07%
19,335
-1,073
44
$1.03M 1.04%
41,305
+8,525
45
$1.02M 1.03%
2,717
46
$1.01M 1.02%
19,939
-3,250
47
$992K 1%
6,570
+35
48
$958K 0.97%
5,487
+75
49
$937K 0.95%
11,785
-2,335
50
$933K 0.94%
4,633
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2
3 4 5