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
$116M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$201K
3
+$166K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$131K
5
GD icon
General Dynamics
GD
+$102K

Top Sells

1
+$286K
2
+$224K
3
+$159K
4
MDT icon
Medtronic
MDT
+$107K
5
GLW icon
Corning
GLW
+$87.4K

Sector Composition

1 Technology 26.13%
2 Financials 15.25%
3 Healthcare 11.32%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$879K 0.76%
14,890
-2,700
52
$813K 0.7%
11,955
-450
53
$718K 0.62%
3,530
+45
54
$667K 0.58%
13,300
-500
55
$665K 0.57%
8,316
-625
56
$648K 0.56%
8,350
-355
57
$598K 0.52%
19,325
+14
58
$540K 0.47%
3,150
59
$490K 0.42%
10,195
+2,725
60
$428K 0.37%
504
61
$420K 0.36%
1,221
+35
62
$402K 0.35%
20,050
63
$370K 0.32%
1,451
64
$345K 0.3%
1,880
65
$314K 0.27%
1,945
66
$313K 0.27%
1,950
67
$302K 0.26%
600
68
$256K 0.22%
25,750
69
$220K 0.19%
1,760
70
$219K 0.19%
1,125
71
$209K 0.18%
11,300
72
$198K 0.17%
18,935
-3,190
73
$193K 0.17%
385
74
$168K 0.15%
918
75
$118K 0.1%
1,280
1 2
3
4