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
$116M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$201K
3
+$166K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$131K
5
GD icon
General Dynamics
GD
+$102K

Top Sells

1
+$286K
2
+$224K
3
+$159K
4
MDT icon
Medtronic
MDT
+$107K
5
GLW icon
Corning
GLW
+$87.4K

Sector Composition

1 Technology 26.13%
2 Financials 15.25%
3 Healthcare 11.32%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$114K 0.1%
311
77
$83.5K 0.07%
223
78
$70.3K 0.06%
1,175
79
$68.4K 0.06%
376
80
$68K 0.06%
772
81
$60.1K 0.05%
498
82
$54.7K 0.05%
426
83
$46.4K 0.04%
191
84
$42.6K 0.04%
438
85
$22.1K 0.02%
287
86
$9.81K 0.01%
92
87
$8.88K 0.01%
108
88
$6.39K 0.01%
68
89
– –
-6,950
1 2 3
4