Instuitional Investor - Insight Financial Services
Fund Profile
Filing Period:
Fund Name: | Insight Financial Services |
Portfolio Value | $123,158,398 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 89,947 | $50,541,223 | 41.04% | |
2. | Ishares 0-3 Month Treasury Bond Etf - ETF | 204,698 | $20,606,991 | 16.73% | |
3. | Ishares Core Dividend Growth Etf - ETF | 206,504 | $12,757,870 | 10.36% | |
4. | Vanguard World Fund | 20,169 | $10,939,715 | 8.88% | |
5. | IEF | 111,294 | $6,494,008 | 5.27% |