IIL

Insight Inv LLC Portfolio holdings

AUM $178M
1-Year Est. Return 24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24%
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
+$16.1M
2
+$13.7M
3
+$12.3M
4
UNH icon
UnitedHealth
UNH
+$10.2M
5
AAPL icon
Apple
AAPL
+$8.71M

Top Sells

1
+$231K
2
+$226K
3
+$216K
4
URI icon
United Rentals
URI
+$146K
5
TJX icon
TJX Companies
TJX
+$85.7K

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
126
$11.4K 0.01%
+11,356
127
$10.2K 0.01%
+10,221
128
$9.66K 0.01%
87
129
$8.71K 0.01%
108
130
$6.31K ﹤0.01%
68
131
$6.09K ﹤0.01%
201
132
$3.93K ﹤0.01%
90
133
$1.19K ﹤0.01%
14
134
– –
-4,847
135
– –
-465
136
– –
-46
137
– –
-207
138
– –
-74
139
– –
-34
2 3 4 5
6