IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
-0.26%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+1.2%)
Cap. Flow
+$26.7M
Cap. Flow
% of AUM
18.33%
Top 10 Holdings %
Top 10 Hldgs %
26.68%
Holding
139
New
15
Increased
59
Reduced
20
Closed
6
Top Buys
| 1 |
Apple
AAPL
|
$3.81M |
| 2 |
Microsoft
MSFT
|
$3.2M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.93M |
| 4 |
Amazon
AMZN
|
$1.86M |
| 5 |
JPMorgan Chase
JPM
|
$1.79M |
Top Sells
| 1 |
SIXG
Defiance Connective Technologies ETF
SIXG
|
$231K |
| 2 |
Lockheed Martin
LMT
|
$226K |
| 3 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$214K |
| 4 |
United Rentals
URI
|
$146K |
| 5 |
TJX Companies
TJX
|
$86K |
Sector Composition
| 1 | Technology | 21.62% |
| 2 | Financials | 15.42% |
| 3 | Healthcare | 9.42% |
| 4 | Consumer Discretionary | 8.17% |
| 5 | Consumer Staples | 8.14% |
