IIL
Insight Inv LLC Portfolio holdings
AUM
$149M
This Quarter Return
+3.29%
1 Year Return
+18.65%
3 Year Return
+68.8%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+21%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
15.38%
Top 10 Holdings %
Top 10 Hldgs %
28.87%
Holding
126
New
37
Increased
63
Reduced
11
Closed
2
Top Buys
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$1.43M |
| 2 |
Tyler Technologies
TYL
|
$350K |
| 3 |
AbbVie
ABBV
|
$257K |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$143K |
| 5 |
General Dynamics
GD
|
$78K |
Sector Composition
| 1 | Technology | 23.94% |
| 2 | Financials | 15.17% |
| 3 | Consumer Discretionary | 9.06% |
| 4 | Healthcare | 8.35% |
| 5 | Consumer Staples | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Tyler Technologies
TYL
$23.9B
| – | – |
-600
| Closed | -$350K |
|