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
$90.2M
AUM Growth
-$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$180K
3
+$99.1K
4
TGT icon
Target
TGT
+$62.3K
5
LNC icon
Lincoln National
LNC
+$60.4K

Top Sells

1
+$886K
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
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