IIL

Insight Inv LLC Portfolio holdings

AUM $149M
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.1M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$316K
3
+$223K
4
PARA
Paramount Global Class B
PARA
+$212K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$142K

Top Sells

1
+$303K
2
+$297K
3
+$199K
4
EMR icon
Emerson Electric
EMR
+$186K
5
VZ icon
Verizon
VZ
+$165K

Sector Composition

1 Technology 21.69%
2 Healthcare 18.74%
3 Financials 12.72%
4 Industrials 8.35%
5 Communication Services 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K 0.01%
+25
152
$4K ﹤0.01%
+18
153
$4K ﹤0.01%
68
154
$3K ﹤0.01%
+200
155
$2K ﹤0.01%
+60
156
$2K ﹤0.01%
+19
157
$2K ﹤0.01%
50
158
$2K ﹤0.01%
+169
159
$1K ﹤0.01%
+5
160
$0 ﹤0.01%
+10
161
$0 ﹤0.01%
+39
162
$0 ﹤0.01%
+50
163
$0 ﹤0.01%
+28
3 4 5 6
7