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
$144M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.14M
3
+$1.82M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$770K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$603K

Top Sells

1
+$1.43M
2
+$350K
3
+$257K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$143K
5
GD icon
General Dynamics
GD
+$78K

Sector Composition

1 Technology 23.94%
2 Financials 15.17%
3 Consumer Discretionary 9.06%
4 Healthcare 8.35%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.76%
27,401
+5,818
52
$1.01M 0.7%
13,151
+1,471
53
$943K 0.66%
2,557
-156
54
$885K 0.62%
3,859
+424
55
$770K 0.54%
+21,475
56
$749K 0.52%
4,425
+2,480
57
$743K 0.52%
9,030
+700
58
$654K 0.46%
714
+125
59
$643K 0.45%
1,194
+809
60
$639K 0.45%
12,800
61
$615K 0.43%
1,580
+334
62
$603K 0.42%
+9,680
63
$591K 0.41%
13,161
-1,059
64
$568K 0.4%
28,275
+9,475
65
$558K 0.39%
+7,937
66
$531K 0.37%
6,611
+1,420
67
$525K 0.37%
2,759
+879
68
$503K 0.35%
+1,593
69
$492K 0.34%
2,120
+170
70
$483K 0.34%
+15,053
71
$481K 0.33%
+3,849
72
$427K 0.3%
8,765
-2,930
73
$409K 0.28%
20,384
+2,214
74
$403K 0.28%
1,391
75
$366K 0.25%
3,371
+2,933
1 2
3
4 5