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
$90.2M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$180K
3
+$99.1K
4
TGT icon
Target
TGT
+$62.3K
5
LNC icon
Lincoln National
LNC
+$60.4K

Top Sells

1
+$886K
2
+$189K
3
+$173K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$142K
5
FDX icon
FedEx
FDX
+$140K

Sector Composition

1 Technology 21.05%
2 Healthcare 18.11%
3 Financials 13.18%
4 Consumer Staples 8.51%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$863K 0.96%
11,785
52
$849K 0.94%
4,825
+192
53
$844K 0.94%
9,133
-1,016
54
$820K 0.91%
42,555
+1,250
55
$814K 0.9%
19,525
-725
56
$728K 0.81%
19,171
-768
57
$719K 0.8%
9,501
58
$629K 0.7%
6,015
59
$616K 0.68%
5,450
+250
60
$615K 0.68%
40,100
61
$606K 0.67%
8,915
-575
62
$598K 0.66%
13,567
-1,425
63
$547K 0.61%
2,920
64
$423K 0.47%
3,150
65
$349K 0.39%
7,950
66
$345K 0.38%
1,496
67
$334K 0.37%
1,211
68
$312K 0.35%
2,524
69
$295K 0.33%
19,000
70
$294K 0.33%
7,000
71
$255K 0.28%
541
72
$214K 0.24%
800
73
$210K 0.23%
680
74
$209K 0.23%
600
75
$196K 0.22%
594
1 2
3
4 5