Asset Manager
← All Institutions
Insight Advisors, LLC/ PA
Market Value
$567M
+8.0%
Holdings
256
-38
New Purchases
15
Added To
78
Closed
15
Reduced
129
Top 10 Concentration
56.6%
Turnover
11.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMD | 1.87% | 0.75% | +1.12% | $11M |
| INTC | 1.38% | 0.48% | +0.90% | $8M |
| MU | 0.62% | 0.16% | +0.46% | $4M |
| PANW | 0.57% | 0.30% | +0.27% | $3M |
| SPY | 4.42% | 4.18% | +0.25% | $25M |
| QQQ | 1.50% | 1.26% | +0.23% | $9M |
| DOW | 0.21% | 0.00% | +0.21% | $1M |
| VGT | 0.87% | 0.68% | +0.19% | $5M |
| QTUM | 0.37% | 0.21% | +0.15% | $2M |
| GOOGL | 1.56% | 1.42% | +0.14% | $9M |
| AAPL | 3.81% | 3.68% | +0.13% | $22M |
| GOOG | 0.94% | 0.82% | +0.11% | $5M |
| VOO | 1.38% | 1.26% | +0.11% | $8M |
| VUG | 1.27% | 1.17% | +0.10% | $7M |
| GLW | 0.10% | 0.00% | +0.10% | $540K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CAOS | 13.65% | 15.56% | -1.91% | $77M |
| BOXX | 6.70% | 7.48% | -0.77% | $38M |
| JMST | 0.00% | 0.31% | -0.31% | $0 |
| ATTR | 16.66% | 16.96% | -0.30% | $94M |
| YELP | 0.00% | 0.27% | -0.27% | $0 |
| IGLD | 0.62% | 0.81% | -0.20% | $3M |
| GLD | 0.64% | 0.82% | -0.18% | $4M |
| NFLX | 0.30% | 0.45% | -0.15% | $2M |
| PHYS | 0.17% | 0.31% | -0.13% | $986K |
| DGRW | 0.00% | 0.13% | -0.13% | $0 |
| COST | 0.52% | 0.64% | -0.12% | $3M |
| MSFT | 1.03% | 1.14% | -0.11% | $6M |
| ALB | 0.00% | 0.10% | -0.10% | $0 |
| XONA.DE | 0.17% | 0.26% | -0.09% | $944K |
| PLTR | 0.21% | 0.31% | -0.09% | $1M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 64 | $218M | 38.4% |
| Large Cap | 108 | $116M | 20.5% |
| Mid Cap | 39 | $24M | 4.3% |
| Small Cap | 30 | $94M | 16.6% |
| Micro Cap | 15 | $114M | 20.2% |
Portfolio Analytics
Avg Market Cap
$275.3B
Median Market Cap
$43.3B
Avg P/E
33.6
Median P/E
24.0
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
119
# ETFs / Funds
137
Top Holdings (256 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ATTR | 16.66% | 1,004,809 | $94M | $94.05 | $5M | +24,667 | +2.5% | |
| 2 | CAOS | 13.65% | 856,929 | $77M | $90.36 | -$4M | -43,503 | -4.8% | |
| 3 | BOXX | 6.70% | 324,822 | $38M | $117.09 | -$1M | -12,851 | -3.8% | |
| 4 | SPY | 4.42% | 33,607 | $25M | $746.76 | $3M | -132 | -0.4% | |
| 5 | NVDA | 4.12% | 116,704 | $23M | $200.09 | $2M | -6,733 | -5.5% | |
| 6 | AAPL | 3.81% | 74,718 | $22M | $289.37 | $2M | -1,523 | -2.0% | |
| 7 | AVGO | 2.02% | 30,265 | $11M | $377.74 | $835K | -3,973 | -11.6% | |
| 8 | AMD | 1.87% | 18,251 | $11M | $580.91 | $7M | -1,086 | -5.6% | |
| 9 | AMZN | 1.78% | 42,267 | $10M | $238.34 | $1M | -1,296 | -3.0% | |
| 10 | GOOGL | 1.56% | 24,827 | $9M | $357.39 | $1M | -1,132 | -4.4% | |
| 11 | QQQ | 1.50% | 11,547 | $9M | $736.37 | $2M | +38 | +0.3% | |
| 12 | INTC | 1.38% | 56,118 | $8M | $139.63 | $5M | -861 | -1.5% | |
| 13 | VOO | 1.38% | 11,358 | $8M | $686.80 | $1M | +252 | +2.3% | |
| 14 | VUG | 1.27% | 83,599 | $7M | $86.14 | $1M | +69,527 | +494.1% | |
| 15 | MSFT | 1.03% | 15,706 | $6M | $373.00 | -$138K | -495 | -3.1% | |
| 16 | GOOG | 0.94% | 15,020 | $5M | $353.34 | $991K | -26 | -0.2% | |
| 17 | IVV | 0.88% | 6,641 | $5M | $748.98 | $696K | +92 | +1.4% | |
| 18 | VGT | 0.87% | 41,406 | $5M | $119.52 | $1M | +36,290 | +709.3% | |
| 19 | SPYM | 0.71% | 46,057 | $4M | $87.88 | $624K | +1,335 | +3.0% | |
| 20 | HYTI | 0.71% | 211,387 | $4M | $19.11 | $396K | +22,194 | +11.7% | |
| 21 | VTV | 0.70% | 18,227 | $4M | $217.92 | $285K | -566 | -3.0% | |
| 22 | HECA | 0.70% | 145,196 | $4M | $27.30 | $760K | +34,220 | +30.8% | |
| 23 | BRK-B | 0.69% | 7,825 | $4M | $500.39 | $93K | -152 | -1.9% | |
| 24 | GLD | 0.64% | 9,872 | $4M | $368.38 | -$673K | -143 | -1.4% | |
| 25 | MU | 0.62% | 3,065 | $4M | $1,154.30 | $3M | +576 | +23.1% | |
| 26 | IGLD | 0.62% | 165,895 | $3M | $21.06 | -$779K | -1,463 | -0.9% | |
| 27 | PANW | 0.57% | 9,440 | $3M | $341.02 | $2M | -233 | -2.4% | |
| 28 | COST | 0.52% | 3,169 | $3M | $936.01 | -$389K | -197 | -5.8% | |
| 29 | SIGI | 0.51% | 29,805 | $3M | $97.01 | $644K | — | — | |
| 30 | LQTI | 0.48% | 139,962 | $3M | $19.31 | $42K | +4,074 | +3.0% | |
| 31 | VBK | 0.47% | 7,255 | $3M | $365.70 | $431K | -96 | -1.3% | |
| 32 | MRK | 0.44% | 19,571 | $3M | $128.50 | $99K | -515 | -2.6% | |
| 33 | JNJ | 0.43% | 9,493 | $2M | $253.98 | -$21K | -455 | -4.6% | |
| 34 | VOT | 0.42% | 7,745 | $2M | $306.29 | $293K | -335 | -4.2% | |
| 35 | DFII | 0.37% | 190,221 | $2M | $11.12 | -$298K | +8,757 | +4.8% | |
| 36 | META | 0.37% | 3,689 | $2M | $563.29 | $115K | +258 | +7.5% | |
| 37 | QTUM | 0.37% | 12,544 | $2M | $165.37 | $965K | +2,203 | +21.3% | |
| 38 | WFC | 0.35% | 24,317 | $2M | $82.64 | $69K | -60 | -0.2% | |
| 39 | VOE | 0.34% | 9,646 | $2M | $197.60 | $103K | -139 | -1.4% | |
| 40 | FTSM | 0.33% | 31,504 | $2M | $59.73 | -$20K | -310 | -1.0% | |
| 41 | TSLA | 0.33% | 4,429 | $2M | $420.60 | $17K | -536 | -10.8% | |
| 42 | IVW | 0.33% | 13,527 | $2M | $137.53 | $306K | -217 | -1.6% | |
| 43 | TROW | 0.32% | 16,181 | $2M | $113.69 | $366K | -171 | -1.1% | |
| 44 | LLY | 0.32% | 1,521 | $2M | $1,199.14 | $421K | -4 | -0.3% | |
| 45 | PAVE | 0.32% | 30,439 | $2M | $58.92 | $265K | +358 | +1.2% | |
| 46 | SPIB | 0.31% | 52,878 | $2M | $33.46 | $35K | +1,163 | +2.2% | |
| 47 | NFLX | 0.30% | 23,730 | $2M | $71.40 | -$675K | -909 | -3.7% | |
| 48 | WMT | 0.28% | 14,077 | $2M | $113.26 | -$216K | -491 | -3.4% | |
| 49 | SPTM | 0.28% | 17,427 | $2M | $90.79 | $261K | +716 | +4.3% | |
| 50 | FSIG | 0.28% | 83,722 | $2M | $18.86 | -$31K | -1,279 | -1.5% | |
| 51 | AGZ | 0.27% | 14,225 | $2M | $109.28 | $49K | +507 | +3.7% | |
| 52 | JPM | 0.27% | 4,693 | $2M | $327.39 | $85K | -242 | -4.9% | |
| 53 | ONEO | 0.27% | 10,000 | $2M | $152.92 | $159K | -296 | -2.9% | |
| 54 | DGRO | 0.26% | 19,431 | $1M | $75.79 | $184K | +1,067 | +5.8% | |
| 55 | RSP | 0.25% | 6,749 | $1M | $212.76 | $151K | +56 | +0.8% | |
| 56 | MGK | 0.25% | 16,295 | $1M | $87.91 | $211K | +12,971 | +390.2% | |
| 57 | VBR | 0.24% | 5,694 | $1M | $243.01 | $133K | -62 | -1.1% | |
| 58 | CAT | 0.24% | 1,298 | $1M | $1,065.05 | $468K | +7 | +0.5% | |
| 59 | SMH | 0.24% | 2,089 | $1M | $655.86 | $427K | -370 | -15.1% | |
| 60 | BX | 0.23% | 11,161 | $1M | $117.68 | -$5K | -304 | -2.6% | |
| 61 | IWF | 0.23% | 10,565 | $1M | $124.18 | $185K | +7,923 | +299.9% | |
| 62 | SMLV | 0.23% | 8,325 | $1M | $157.36 | $125K | -320 | -3.7% | |
| 63 | FALN | 0.23% | 48,034 | $1M | $27.24 | $74K | +1,824 | +4.0% | |
| 64 | SPYD | 0.23% | 27,399 | $1M | $47.71 | $73K | +286 | +1.1% | |
| 65 | RDVI | 0.22% | 42,807 | $1M | $29.40 | $171K | +228 | +0.5% | |
| 66 | VEU | 0.22% | 15,001 | $1M | $83.75 | $107K | -302 | -2.0% | |
| 67 | BAC | 0.22% | 21,892 | $1M | $56.98 | $181K | +19 | +0.1% | |
| 68 | IBND | 0.22% | 39,838 | $1M | $31.18 | $55K | +1,628 | +4.3% | |
| 69 | SPTI | 0.22% | 43,141 | $1M | $28.39 | $134K | +5,090 | +13.4% | |
| 70 | XLK | 0.21% | 6,400 | $1M | $190.54 | $538K | +1,269 | +24.7% | |
| 71 | IWM | 0.21% | 4,028 | $1M | $300.48 | $105K | -427 | -9.6% | |
| 72 | PLTR | 0.21% | 10,373 | $1M | $116.67 | -$398K | -620 | -5.6% | |
| 73 | PG | 0.21% | 8,018 | $1M | $146.63 | -$17K | -243 | -2.9% | |
| 74 | DOW | 0.21% | 42,623 | $1M | $27.36 | — | +42,623 | — | NEW |
| 75 | HGRO | 0.21% | 37,184 | $1M | $31.35 | $112K | -570 | -1.5% | |
| 76 | VIG | 0.20% | 4,912 | $1M | $236.64 | $78K | -129 | -2.6% | |
| 77 | TSM | 0.20% | 2,430 | $1M | $477.57 | $535K | +580 | +31.4% | |
| 78 | BBIN | 0.20% | 14,331 | $1M | $78.08 | $59K | -166 | -1.1% | |
| 79 | SCHD | 0.20% | 34,993 | $1M | $31.71 | $206K | +5,526 | +18.8% | |
| 80 | RTX | 0.19% | 5,750 | $1M | $189.71 | -$13K | +26 | +0.5% | |
| 81 | HD | 0.19% | 3,090 | $1M | $352.69 | $15K | -177 | -5.4% | |
| 82 | IJR | 0.19% | 7,240 | $1M | $148.29 | $153K | -169 | -2.3% | |
| 83 | FV | 0.18% | 13,492 | $1M | $75.88 | $186K | -376 | -2.7% | |
| 84 | PHYS | 0.17% | 32,674 | $986K | $30.17 | -$627K | -12,840 | -28.2% | |
| 85 | CRWD | 0.17% | 1,276 | $974K | $763.14 | $457K | -48 | -3.6% | |
| 86 | AXP | 0.17% | 2,848 | $963K | $338.22 | $31K | -235 | -7.6% | |
| 87 | VTI | 0.17% | 2,568 | $950K | $370.00 | $133K | +20 | +0.8% | |
| 88 | XONA.DE | 0.17% | 6,904 | $944K | $136.73 | -$423K | -1,154 | -14.3% | |
| 89 | SHAG | 0.16% | 19,378 | $917K | $47.32 | $104K | +2,281 | +13.3% | |
| 90 | C | 0.15% | 6,197 | $867K | $139.96 | $167K | +22 | +0.4% | |
| 91 | AOA | 0.15% | 8,706 | $850K | $97.60 | $1K | -883 | -9.2% | |
| 92 | FBND | 0.15% | 18,188 | $827K | $45.49 | $7K | +200 | +1.1% | |
| 93 | PCAR | 0.15% | 6,864 | $824K | $120.12 | $32K | — | — | |
| 94 | PFIG | 0.14% | 33,772 | $808K | $23.92 | $98K | +4,230 | +14.3% | |
| 95 | CEG | 0.14% | 3,177 | $789K | $248.37 | -$134K | -127 | -3.8% | |
| 96 | GRID | 0.14% | 4,091 | $784K | $191.74 | $382K | +1,628 | +66.1% | |
| 97 | AGGY | 0.13% | 17,536 | $762K | $43.48 | -$259K | -5,972 | -25.4% | |
| 98 | ETN | 0.13% | 1,783 | $760K | $426.06 | $126K | +11 | +0.6% | |
| 99 | USRT | 0.13% | 11,060 | $735K | $66.45 | $81K | +10 | +0.1% | |
| 100 | GS | 0.13% | 720 | $729K | $1,012.89 | $144K | +29 | +4.2% |