Instuitional Investor - Insight Financial Services
Fund Profile
Filing Period:
Fund Name: | Insight Financial Services |
Portfolio Value | $127,224,868 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 90,159 | $53,074,884 | 41.71% | |
2. | Ishares 0-3 Month Treasury Bond Etf - ETF | 196,171 | $19,679,937 | 15.46% | |
3. | Vanguard World Fund | 20,501 | $12,747,870 | 10.01% | |
4. | Ishares Core Dividend Growth Etf - ETF | 204,037 | $12,515,644 | 9.83% | |
5. | IEF | 111,182 | $6,927,785 | 5.44% |