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
$119M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$92K
2
+$88.3K
3
+$75.4K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$74.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69K

Top Sells

1
+$369K
2
+$350K
3
+$345K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$267K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$262K

Sector Composition

1 Technology 25.88%
2 Financials 15.85%
3 Healthcare 11.52%
4 Consumer Discretionary 9.47%
5 Consumer Staples 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.59%
41,920
-455
27
$1.89M 1.59%
23,802
-3,365
28
$1.82M 1.52%
11,650
-45
29
$1.81M 1.52%
9,804
-80
30
$1.78M 1.49%
17,042
-265
31
$1.74M 1.46%
30,706
-37
32
$1.74M 1.46%
10,739
-70
33
$1.71M 1.43%
15,630
-110
34
$1.69M 1.42%
9,750
+369
35
$1.66M 1.39%
17,266
-205
36
$1.56M 1.31%
24,910
-1,775
37
$1.53M 1.29%
15,552
+175
38
$1.43M 1.2%
2,920
39
$1.42M 1.19%
18,210
-550
40
$1.42M 1.19%
5,227
-125
41
$1.41M 1.18%
2,713
-32
42
$1.39M 1.17%
69,655
-17,250
43
$1.39M 1.16%
6,665
+100
44
$1.31M 1.1%
41,870
-3,100
45
$1.29M 1.08%
14,208
-510
46
$1.25M 1.05%
39,535
-300
47
$1.15M 0.97%
9,385
+75
48
$1.15M 0.96%
22,196
-475
49
$1.13M 0.95%
51,354
-514
50
$969K 0.81%
21,583
-100
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