IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
-2.46%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$90.3M
AUM Growth
+$90.3M
(-7.1%)
Cap. Flow
-$3.21M
Cap. Flow
% of AUM
-3.55%
Top 10 Holdings %
Top 10 Hldgs %
28.22%
Holding
89
New
1
Increased
11
Reduced
45
Closed
3
Top Buys
| 1 |
AT&T
T
|
$219K |
| 2 |
Verizon
VZ
|
$203K |
| 3 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$150K |
| 4 |
Citigroup
C
|
$84.3K |
| 5 |
Walmart
WMT
|
$63.5K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$2.13M |
| 2 |
Zimmer Biomet
ZBH
|
$216K |
| 3 |
Royal Gold
RGLD
|
$202K |
| 4 |
Cognizant
CTSH
|
$142K |
| 5 |
Graham Holdings Company
GHC
|
$96.7K |
Sector Composition
| 1 | Technology | 25.16% |
| 2 | Financials | 14.23% |
| 3 | Healthcare | 14.01% |
| 4 | Consumer Staples | 8.98% |
| 5 | Consumer Discretionary | 8.68% |
