Instuitional Investor - Insight Financial Services
Fund Profile
Filing Period:
Fund Name: | Insight Financial Services |
Portfolio Value | $132,163,893 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | IEF | 63,019 | $39,129,015 | 29.61% | |
2. | Ishares 0-3 Month Treasury Bond Etf - ETF | 213,689 | $21,516,401 | 16.28% | |
3. | Ishares Core Msci Eafe Etf - ETF | 190,896 | $15,936,015 | 12.06% | |
4. | Ishares Core Dividend Growth Etf - ETF | 205,834 | $13,161,070 | 9.96% | |
5. | FNDF | 402,260 | $11,750,031 | 8.89% |