Instuitional Investor - Insight Financial Services
Fund Profile
Filing Period:
| Fund Name: | Insight Financial Services |
| Portfolio Value | $208,802,438 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 45,588 | $34,140,731 | 16.35% | |
| 2. | Ishares Ibonds Dec 2026 Term Corporate Etf - ETF | 973,964 | $23,599,166 | 11.3% | |
| 3. | Ishares Core Dividend Growth Etf - ETF | 240,027 | $18,191,703 | 8.71% | |
| 4. | Ishares 0-3 Month Treasury Bond Etf - ETF | 176,007 | $17,718,696 | 8.49% | |
| 5. | SCHD | 501,330 | $16,965,033 | 8.12% |