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
$99.1M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$316K
3
+$223K
4
PARA
Paramount Global Class B
PARA
+$212K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$142K

Top Sells

1
+$303K
2
+$297K
3
+$199K
4
EMR icon
Emerson Electric
EMR
+$186K
5
VZ icon
Verizon
VZ
+$165K

Sector Composition

1 Technology 21.69%
2 Healthcare 18.74%
3 Financials 12.72%
4 Industrials 8.35%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$81K 0.08%
+378
102
$77K 0.08%
1,280
103
$74K 0.07%
+300
104
$73K 0.07%
+5,460
105
$65K 0.07%
+2,500
106
$63K 0.06%
+1,165
107
$60K 0.06%
+660
108
$60K 0.06%
+185
109
$58K 0.06%
+210
110
$58K 0.06%
+250
111
$53K 0.05%
+145
112
$52K 0.05%
376
113
$51K 0.05%
498
114
$50K 0.05%
223
115
$49K 0.05%
772
116
$47K 0.05%
+100
117
$47K 0.05%
+110
118
$46K 0.05%
+420
119
$46K 0.05%
+400
120
$46K 0.05%
+300
121
$45K 0.05%
426
122
$45K 0.05%
+200
123
$39K 0.04%
438
124
$38K 0.04%
780
125
$38K 0.04%
+861
3 4
5
6 7