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
101
$112K 0.08%
11,300
102
$110K 0.08%
196
+73
103
$110K 0.08%
+12,978
104
$88.2K 0.06%
+10,107
105
$84.4K 0.06%
+12,193
106
$82.7K 0.06%
223
107
$79.6K 0.05%
527
108
$75.2K 0.05%
245
109
$71.7K 0.05%
376
110
$70.3K 0.05%
1,175
111
$58.7K 0.04%
+11,267
112
$52K 0.04%
488
113
$49.4K 0.03%
191
114
$47.1K 0.03%
+20,203
115
$36.5K 0.03%
143
-46
116
$35K 0.02%
298
117
$27.5K 0.02%
138
118
$26.9K 0.02%
11,547
-2,022
119
$23.7K 0.02%
287
120
$21.7K 0.01%
+19,425
121
$20.3K 0.01%
+11,858
122
$19.1K 0.01%
+19,096
123
$18.8K 0.01%
230
124
$17.5K 0.01%
+128,840
125
$15.8K 0.01%
+15,830
2 3 4
5
6