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
$99.1M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$316K
3
+$223K
4
PARA
Paramount Global Class B
PARA
+$212K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$142K

Top Sells

1
+$303K
2
+$297K
3
+$199K
4
EMR icon
Emerson Electric
EMR
+$186K
5
VZ icon
Verizon
VZ
+$165K

Sector Composition

1 Technology 21.69%
2 Healthcare 18.74%
3 Financials 12.72%
4 Industrials 8.35%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.2%
3,275
-1,150
77
$189K 0.19%
1,760
78
$180K 0.18%
25,000
79
$178K 0.18%
25,750
80
$173K 0.17%
1,125
81
$142K 0.14%
+2,715
82
$140K 0.14%
+615
83
$140K 0.14%
936
84
$138K 0.14%
+700
85
$129K 0.13%
+2,300
86
$120K 0.12%
+2,480
87
$112K 0.11%
+1,475
88
$110K 0.11%
+633
89
$109K 0.11%
+200
90
$108K 0.11%
601
91
$99K 0.1%
+1,560
92
$97K 0.1%
+4,105
93
$95K 0.1%
+423
94
$95K 0.1%
+2,300
95
$90K 0.09%
12,400
96
$90K 0.09%
411
97
$89K 0.09%
7,650
98
$83K 0.08%
+2,106
99
$82K 0.08%
+422
100
$82K 0.08%
+159
2 3
4
5 6