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IIL

Insight Inv LLC Portfolio holdings

AUM $183M
1-Year Est. Return 30.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$750K
3
+$725K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$715K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$693K

Top Sells

1
+$1.07M
2
+$438K
3
+$277K
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$267K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$250K

Sector Composition

1 Technology 22.33%
2 Financials 14.54%
3 Energy 7.83%
4 Industrials 7.45%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
76
Thermo Fisher Scientific
TMO
$184B
$295K 0.16%
600
-1
ABBV icon
77
AbbVie
ABBV
$398B
$287K 0.16%
1,321
+5
UFOX
78
Defiance Connective Technologies ETF
UFOX
$995M
$284K 0.16%
4,167
-400
BNY
79
Bank of New York Mellon
BNY
$98.3B
$268K 0.15%
2,261
-237
IWS icon
80
iShares Russell Mid-Cap Value ETF
IWS
$15.3B
$255K 0.14%
1,752
-113
IJK icon
81
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$252K 0.14%
2,509
-505
NVDA icon
82
NVIDIA
NVDA
$5.04T
$250K 0.14%
1,434
+35
PRF icon
83
Invesco FTSE RAFI US 1000 ETF
PRF
$9.53B
$247K 0.14%
5,205
IEFA icon
84
iShares Core MSCI EAFE ETF
IEFA
$183B
$234K 0.13%
2,583
-2,198
IJR icon
85
iShares Core S&P Small-Cap ETF
IJR
$105B
$226K 0.12%
1,816
-1,012
VBR icon
86
Vanguard Small-Cap Value ETF
VBR
$36B
$214K 0.12%
986
-367
PSKY
87
Paramount Skydance Corp
PSKY
$11.5B
$184K 0.1%
20,390
-400
IJS icon
88
iShares S&P Small-Cap 600 Value ETF
IJS
$7.93B
$182K 0.1%
1,537
-36
IVV icon
89
iShares Core S&P 500 ETF
IVV
$833B
$153K 0.08%
234
-3
IVW icon
90
iShares S&P 500 Growth ETF
IVW
$73B
$126K 0.07%
1,113
DVY icon
91
iShares Select Dividend ETF
DVY
$22.6B
$123K 0.07%
812
-850
IJT icon
92
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.57B
$100K 0.05%
692
-30
VUG icon
93
Vanguard Growth ETF
VUG
$221B
$97.4K 0.05%
1,338
IVE icon
94
iShares S&P 500 Value ETF
IVE
$47.5B
$79.4K 0.04%
376
VO icon
95
Vanguard Mid-Cap ETF
VO
$103B
$55.7K 0.03%
776
+12
FTSM icon
96
First Trust Enhanced Short Maturity ETF
FTSM
$6.47B
$41.8K 0.02%
700
IWN icon
97
iShares Russell 2000 Value ETF
IWN
$13.9B
$37.9K 0.02%
200
VONV icon
98
Vanguard Russell 1000 Value ETF
VONV
$19.8B
$26.9K 0.01%
287
IWO icon
99
iShares Russell 2000 Growth ETF
IWO
$14.3B
$25.7K 0.01%
82
IWP icon
100
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$9.74K 0.01%
76
-222
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4
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