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
$119M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$92K
2
+$88.3K
3
+$75.4K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$74.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$69K

Top Sells

1
+$369K
2
+$350K
3
+$345K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$267K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$262K

Sector Composition

1 Technology 25.88%
2 Financials 15.85%
3 Healthcare 11.52%
4 Consumer Discretionary 9.47%
5 Consumer Staples 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$117K 0.1%
311
77
$88.3K 0.07%
+151
78
$85.6K 0.07%
223
79
$74.1K 0.06%
376
80
$71K 0.06%
772
81
$70.6K 0.06%
1,175
82
$65.9K 0.06%
498
83
$59.4K 0.05%
426
84
$50.4K 0.04%
191
85
$47.2K 0.04%
438
86
$23.9K 0.02%
287
87
$10.8K 0.01%
92
88
$9.65K 0.01%
108
89
$6.56K 0.01%
68
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4