IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
+9.23%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.28%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.8M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.2M |
| 3 |
Microsoft
MSFT
|
$3.27M |
| 4 |
Marvell Technology
MRVL
|
$2.59M |
| 5 |
Qualcomm
QCOM
|
$2.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.66% |
| 2 | Healthcare | 16.5% |
| 3 | Financials | 13.04% |
| 4 | Communication Services | 8.72% |
| 5 | Industrials | 8.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Russell 1000 Value ETF
VONV
$13.5B
| $21K | 0.02% |
+287
| New | +$21K |
|
102
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $11K | 0.01% |
+92
| New | +$11K |
|
103
Vanguard Russell 2000 ETF
VTWO
$12.6B
| $10K | 0.01% |
+108
| New | +$10K |
|
104
Vanguard Russell 1000 Growth ETF
VONG
$30.9B
| $5K | ﹤0.01% |
+68
| New | +$5K |
|