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
$90.2M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$180K
3
+$99.1K
4
TGT icon
Target
TGT
+$62.3K
5
LNC icon
Lincoln National
LNC
+$60.4K

Top Sells

1
+$886K
2
+$189K
3
+$173K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$142K
5
FDX icon
FedEx
FDX
+$140K

Sector Composition

1 Technology 21.05%
2 Healthcare 18.11%
3 Financials 13.18%
4 Consumer Staples 8.51%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$195K 0.22%
3,275
77
$191K 0.21%
25,000
78
$181K 0.2%
1,880
-60
79
$180K 0.2%
+3,800
80
$170K 0.19%
25,750
81
$134K 0.15%
936
82
$93K 0.1%
12,400
83
$87K 0.1%
411
84
$74K 0.08%
1,280
85
$49K 0.05%
772
86
$48K 0.05%
376
87
$48K 0.05%
498
88
$48K 0.05%
223
89
$43K 0.05%
426
90
$36K 0.04%
780
91
$36K 0.04%
438
92
$36K 0.04%
191
93
$21K 0.02%
450
94
$18K 0.02%
326
95
$17K 0.02%
287
96
$8K 0.01%
92
97
$7K 0.01%
108
98
$4K ﹤0.01%
68
99
$2K ﹤0.01%
50
100
– –
-238
2 3
4
5 6