Portfolio (Quarterly)
Guide ↗
Insight Inv LLC
· CIK 0001909322| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IWO | ISHARES TR | — | 82.0 | $32K | 0.01% | NEW | — | $393.96 | -5.7% |
| 102 | VONV | VANGUARD SCOTTSDALE FDS | — | 287.0 | $31K | 0.01% | NEW | — | $106.31 | +5.5% |
| 103 | SDY | SPDR SERIES TRUST | — | 126.0 | $19K | 0.01% | NEW | — | $152.18 | +2.3% |
| 104 | IWP | ISHARES TR | — | 76.0 | $11K | 0.01% | NEW | — | $146.41 | -5.8% |
| 105 | FTXN | FIRST TR EXCHANGE TRADED FD | — | 201.0 | $7K | 0.00% | NEW | — | $33.47 | +22.6% |
| 106 | IWM | ISHARES TR | — | 19.0 | $6K | 0.00% | NEW | — | $300.47 | -3.3% |
| 107 | SCHA | SCHWAB STRATEGIC TR | — | 36.0 | $1K | 0.00% | NEW | — | $36.14 | -6.7% |
| 108 | IYZ | ISHARES TR | — | 29.0 | $1K | 0.00% | NEW | — | $42.31 | +0.7% |
| 109 | SCHH | SCHWAB STRATEGIC TR | — | 28.0 | $663.0 | — | NEW | — | $23.68 | -0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.2%
Financial Services
16.6%
Industrials
8.5%
Communication Services
8.1%
Consumer Cyclical
8.0%
Consumer Defensive
7.7%
Healthcare
7.1%
Energy
5.0%
Utilities
0.5%
Basic Materials
0.2%