IIL

Insight Inv LLC Portfolio holdings

AUM $170M
1-Year Est. Return 22.65%
This Quarter Est. Return
1 Year Est. Return
+22.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$1.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.2M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
JPM icon
JPMorgan Chase
JPM
+$1.79M

Top Sells

1
+$231K
2
+$226K
3
+$214K
4
URI icon
United Rentals
URI
+$146K
5
TJX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.23%
3,371
77
$317K 0.22%
638
78
$306K 0.21%
166
+28
79
$301K 0.21%
2,876
80
$299K 0.21%
25,750
81
$280K 0.19%
3,368
82
$276K 0.19%
1,685
-75
83
$258K 0.18%
8,228
-6,825
84
$257K 0.18%
12,136
+9,792
85
$252K 0.17%
7,763
+7,234
86
$249K 0.17%
20,860
+425
87
$248K 0.17%
1,970
88
$238K 0.16%
597
89
$236K 0.16%
19,381
+18,255
90
$235K 0.16%
19,339
+9,999
91
$223K 0.15%
1,662
92
$222K 0.15%
16,497
+15,346
93
$213K 0.15%
1,143
94
$210K 0.14%
5,205
95
$203K 0.14%
+8,533
96
$203K 0.14%
+1,790
97
$183K 0.13%
20,304
+20,001
98
$132K 0.09%
+13,110
99
$120K 0.08%
963
100
$119K 0.08%
1,280
2 3
4
5 6