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
$144M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.14M
3
+$1.82M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$770K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$603K

Top Sells

1
+$1.43M
2
+$350K
3
+$257K
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$143K
5
GD icon
General Dynamics
GD
+$78K

Sector Composition

1 Technology 23.94%
2 Financials 15.17%
3 Consumer Discretionary 9.06%
4 Healthcare 8.35%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.79M 5.43%
31,118
+2,118
2
$4.44M 3.09%
10,525
+968
3
$4.07M 2.83%
18,530
+1,740
4
$4.03M 2.81%
21,786
-80
5
$4.02M 2.8%
36,415
+45
6
$3.57M 2.48%
12,017
+36
7
$3.53M 2.46%
+59,734
8
$3.35M 2.33%
17,680
+980
9
$3.34M 2.33%
15,213
+1,109
10
$3.33M 2.32%
13,872
+631
11
$3.11M 2.16%
34,341
+540
12
$2.85M 1.99%
17,128
-335
13
$2.64M 1.84%
18,254
+1,694
14
$2.64M 1.84%
17,179
+758
15
$2.62M 1.82%
24,335
+3,754
16
$2.59M 1.8%
21,433
+800
17
$2.55M 1.78%
13,186
+313
18
$2.38M 1.65%
2,724
+95
19
$2.37M 1.65%
39,963
+1,271
20
$2.37M 1.65%
30,318
+6,516
21
$2.3M 1.6%
18,290
+1,248
22
$2.27M 1.58%
5,640
+5,329
23
$2.25M 1.57%
4,966
+40
24
$2.13M 1.48%
18,386
+837
25
$2.09M 1.45%
18,757
+1,491
1
2 3 4 5