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
$116M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$201K
3
+$166K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$131K
5
GD icon
General Dynamics
GD
+$102K

Top Sells

1
+$286K
2
+$224K
3
+$159K
4
MDT icon
Medtronic
MDT
+$107K
5
GLW icon
Corning
GLW
+$87.4K

Sector Composition

1 Technology 26.13%
2 Financials 15.25%
3 Healthcare 11.32%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.5%
17,299
27
$1.73M 1.5%
17,471
28
$1.73M 1.5%
15,740
29
$1.73M 1.5%
11,695
30
$1.72M 1.48%
86,905
-2,825
31
$1.69M 1.46%
26,685
32
$1.68M 1.45%
17,307
+130
33
$1.65M 1.42%
42,375
-2,250
34
$1.62M 1.4%
44,970
35
$1.62M 1.4%
30,743
+1,425
36
$1.58M 1.37%
15,377
-150
37
$1.58M 1.36%
10,809
38
$1.55M 1.34%
9,381
+375
39
$1.54M 1.33%
9,884
-465
40
$1.49M 1.29%
2,745
+100
41
$1.3M 1.12%
2,920
42
$1.25M 1.08%
18,760
43
$1.24M 1.07%
39,835
44
$1.24M 1.07%
6,565
+500
45
$1.18M 1.02%
5,352
-75
46
$1.17M 1.01%
9,310
+3,540
47
$1.17M 1.01%
14,718
-1,345
48
$991K 0.86%
51,868
-3,200
49
$942K 0.81%
22,671
-2,100
50
$894K 0.77%
21,683
+80
1
2
3 4