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
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
– –
-465
135
– –
-46
136
– –
-207
137
– –
-74
138
– –
-34
139
– –
-4,847
2 3 4 5
6