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
$119M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$92K
2
+$88.3K
3
+$75.4K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$74.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69K

Top Sells

1
+$369K
2
+$350K
3
+$345K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$267K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$262K

Sector Composition

1 Technology 25.88%
2 Financials 15.85%
3 Healthcare 11.52%
4 Consumer Discretionary 9.47%
5 Consumer Staples 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$901K 0.76%
11,680
-275
52
$894K 0.75%
14,220
-670
53
$768K 0.64%
3,435
-95
54
$751K 0.63%
8,330
-20
55
$644K 0.54%
12,800
-500
56
$622K 0.52%
3,150
57
$578K 0.48%
11,695
+1,500
58
$522K 0.44%
589
+85
59
$505K 0.42%
1,246
+25
60
$435K 0.36%
5,191
-3,125
61
$426K 0.36%
18,170
-1,155
62
$424K 0.36%
1,391
-60
63
$378K 0.32%
18,800
-1,250
64
$350K 0.29%
600
65
$340K 0.28%
1,945
66
$336K 0.28%
1,950
67
$314K 0.26%
1,880
68
$269K 0.23%
25,750
69
$247K 0.21%
1,760
70
$232K 0.2%
1,125
71
$204K 0.17%
385
72
$199K 0.17%
18,610
-325
73
$185K 0.16%
11,300
74
$184K 0.15%
918
75
$123K 0.1%
1,280
1 2
3
4