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
51
$931K 0.94%
20,250
+1,725
52
$912K 0.92%
19,500
+1,000
53
$907K 0.92%
18,810
+865
54
$852K 0.86%
15,350
+5,700
55
$840K 0.85%
40,100
-14,449
56
$806K 0.81%
40,370
57
$789K 0.8%
14,992
+80
58
$760K 0.77%
9,501
59
$677K 0.68%
9,490
60
$632K 0.64%
6,015
+485
61
$586K 0.59%
2,920
62
$552K 0.56%
5,200
+840
63
$482K 0.49%
3,150
-17
64
$418K 0.42%
7,000
65
$369K 0.37%
1,496
-6
66
$363K 0.37%
7,950
67
$336K 0.34%
19,000
68
$333K 0.34%
2,524
69
$332K 0.34%
1,211
70
$259K 0.26%
541
71
$222K 0.22%
680
72
$216K 0.22%
800
-200
73
$212K 0.21%
1,940
74
$207K 0.21%
594
75
$199K 0.2%
600
1 2
3
4 5