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
$144M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.14M
3
+$1.82M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$770K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$603K

Top Sells

1
+$1.43M
2
+$350K
3
+$257K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$143K
5
GD icon
General Dynamics
GD
+$78K

Sector Composition

1 Technology 23.94%
2 Financials 15.17%
3 Consumer Discretionary 9.06%
4 Healthcare 8.35%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.42%
16,480
+850
27
$2.02M 1.4%
42,448
+528
28
$2M 1.39%
7,599
-296
29
$1.99M 1.38%
10,312
+508
30
$1.99M 1.38%
11,842
+2,092
31
$1.98M 1.38%
12,895
-455
32
$1.97M 1.37%
19,793
+2,014
33
$1.97M 1.37%
7,541
+385
34
$1.91M 1.33%
27,122
+2,212
35
$1.86M 1.29%
93,630
+23,975
36
$1.85M 1.29%
31,662
+956
37
$1.82M 1.27%
+9,834
38
$1.75M 1.22%
10,771
-478
39
$1.75M 1.22%
30,859
+8,663
40
$1.67M 1.16%
16,047
+495
41
$1.65M 1.15%
11,424
+685
42
$1.61M 1.12%
11,893
+243
43
$1.48M 1.03%
18,800
+590
44
$1.48M 1.03%
6,550
-115
45
$1.36M 0.95%
59,757
+8,403
46
$1.31M 0.91%
5,302
+75
47
$1.3M 0.91%
41,110
+1,575
48
$1.24M 0.86%
41,816
-54
49
$1.2M 0.84%
9,826
+441
50
$1.19M 0.83%
14,906
+698
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