IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
+1.62%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+0.45%)
Cap. Flow
+$173K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
30.03%
Holding
89
New
–
Increased
20
Reduced
22
Closed
1
Top Buys
| 1 |
EOG Resources
EOG
|
$446K |
| 2 |
Chevron
CVX
|
$201K |
| 3 |
Walmart
WMT
|
$166K |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$131K |
| 5 |
General Dynamics
GD
|
$102K |
Top Sells
| 1 |
Williams-Sonoma
WSM
|
$286K |
| 2 |
ProShares Bitcoin Strategy ETF
BITO
|
$224K |
| 3 |
CVS Health
CVS
|
$159K |
| 4 |
Medtronic
MDT
|
$107K |
| 5 |
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% |
