We are live on ! Find out more
IIL

Insight Inv LLC Portfolio holdings

AUM $183M
1-Year Est. Return 30.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.2M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$183K
3
+$99.7K
4
TGT icon
Target
TGT
+$67.2K
5
LNC icon
Lincoln National
LNC
+$66.2K

Top Sells

1
+$909K
2
+$189K
3
+$173K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$142K
5
FDX icon
FedEx
FDX
+$140K

Sector Composition

1 Technology 21.05%
2 Healthcare 18.11%
3 Financials 13.18%
4 Consumer Staples 8.51%
5 Industrials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-615
127
– –
-200
128
– –
-2,300
129
– –
-200
130
– –
-672
131
– –
-100
132
– –
-601
133
– –
-1,475
134
– –
-1,419
135
– –
-39
136
– –
-1,560
137
– –
-50
138
– –
-80
139
– –
-110
140
– –
-185
141
– –
-5
142
– –
-100
143
– –
-179
144
– –
-30
145
– –
-200
146
– –
-200
147
– –
-400
148
– –
-169
149
– –
-19
150
– –
-4,600
3 4 5
6
7