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
$116M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$201K
3
+$166K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$131K
5
GD icon
General Dynamics
GD
+$102K

Top Sells

1
+$286K
2
+$224K
3
+$159K
4
MDT icon
Medtronic
MDT
+$107K
5
GLW icon
Corning
GLW
+$87.4K

Sector Composition

1 Technology 26.13%
2 Financials 15.25%
3 Healthcare 11.32%
4 Consumer Discretionary 9.42%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.16M 5.32%
29,245
-155
2
$4.27M 3.69%
9,557
+180
3
$3.41M 2.94%
24,126
-2,024
4
$3.39M 2.93%
17,026
-245
5
$3.27M 2.82%
16,915
+300
6
$2.98M 2.57%
16,355
-110
7
$2.91M 2.52%
12,581
-100
8
$2.89M 2.49%
12,234
-120
9
$2.84M 2.45%
14,026
10
$2.65M 2.29%
37,870
11
$2.62M 2.26%
16,725
+1,285
12
$2.6M 2.24%
38,366
+2,450
13
$2.55M 2.2%
18,038
14
$2.54M 2.19%
14,679
15
$2.34M 2.02%
8,060
+350
16
$2.28M 1.97%
19,796
17
$2.26M 1.95%
20,533
-50
18
$2.26M 1.95%
7,226
19
$2.23M 1.93%
17,909
20
$2.19M 1.89%
13,623
21
$2.17M 1.87%
13,150
+425
22
$2.1M 1.81%
27,167
-150
23
$1.94M 1.68%
4,776
+35
24
$1.91M 1.65%
40,167
+1,600
25
$1.84M 1.59%
2,629
+22
1
2 3 4