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
$144M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.14M
3
+$1.82M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$770K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$603K

Top Sells

1
+$1.43M
2
+$350K
3
+$257K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$143K
5
GD icon
General Dynamics
GD
+$78K

Sector Composition

1 Technology 23.94%
2 Financials 15.17%
3 Consumer Discretionary 9.06%
4 Healthcare 8.35%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.24%
+16,486
77
$332K 0.23%
+638
78
$331K 0.23%
2,876
+2,784
79
$315K 0.22%
+2,344
80
$306K 0.21%
3,368
+2,596
81
$302K 0.21%
1,702
-1,448
82
$275K 0.19%
+138
83
$255K 0.18%
1,970
+1,472
84
$248K 0.17%
25,750
85
$248K 0.17%
+9,340
86
$235K 0.16%
+529
87
$232K 0.16%
1,760
88
$231K 0.16%
+4,847
89
$227K 0.16%
1,143
+225
90
$226K 0.16%
+465
91
$218K 0.15%
+1,662
92
$216K 0.15%
1,151
+26
93
$215K 0.15%
20,435
+1,825
94
$214K 0.15%
+597
95
$210K 0.15%
+5,205
96
$205K 0.14%
+1,126
97
$166K 0.12%
11,300
98
$153K 0.11%
303
+152
99
$146K 0.1%
+207
100
$130K 0.09%
963
+537
2 3
4
5 6