IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
+13.01%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+13%)
Cap. Flow
+$2.83M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
28.46%
Holding
90
New
3
Increased
34
Reduced
19
Closed
1
Top Buys
| 1 |
Walmart
WMT
|
$1.44M |
| 2 |
EOG Resources
EOG
|
$738K |
| 3 |
ProShares Bitcoin Strategy ETF
BITO
|
$224K |
| 4 |
Texas Instruments
TXN
|
$196K |
| 5 |
PepsiCo
PEP
|
$163K |
Top Sells
| 1 |
Pfizer
PFE
|
$251K |
| 2 |
Williams-Sonoma
WSM
|
$202K |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$155K |
| 4 |
Southern Company
SO
|
$131K |
| 5 |
Cognizant
CTSH
|
$96.4K |
Sector Composition
| 1 | Technology | 24.37% |
| 2 | Financials | 15.65% |
| 3 | Healthcare | 12.29% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Consumer Staples | 8.94% |
