Asset Manager
← All Institutions
Insight Advisors, LLC/ PA
Market Value
$616M
+8.0%
Holdings
297
+3
New Purchases
24
Added To
99
Closed
19
Reduced
129
Top 10 Concentration
53.3%
Turnover
14.5%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BOXX | 5.99% | 5.15% | +0.83% | $37M |
| HEDJ | 0.67% | 0.00% | +0.67% | $4M |
| QGRW | 2.35% | 1.78% | +0.57% | $14M |
| AVGO | 1.56% | 1.01% | +0.55% | $10M |
| WTV | 1.16% | 0.63% | +0.54% | $7M |
| DGRW | 2.39% | 1.89% | +0.50% | $15M |
| GCOW | 0.42% | 0.00% | +0.42% | $3M |
| NVDA | 3.45% | 3.11% | +0.33% | $21M |
| SPY | 3.34% | 3.02% | +0.32% | $21M |
| GLD | 0.43% | 0.12% | +0.31% | $3M |
| IVE | 0.34% | 0.09% | +0.25% | $2M |
| DXJ | 0.63% | 0.41% | +0.22% | $4M |
| MSFT | 1.44% | 1.23% | +0.20% | $9M |
| EPI | 0.33% | 0.15% | +0.19% | $2M |
| DFII | 0.17% | 0.00% | +0.17% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CAOS | 28.21% | 29.97% | -1.76% | $174M |
| IHDG | 0.06% | 1.01% | -0.95% | $371K |
| USMF | 0.00% | 0.83% | -0.83% | $0 |
| AAPL | 2.89% | 3.67% | -0.78% | $18M |
| COWZ | 0.15% | 0.68% | -0.53% | $940K |
| CALF | 0.07% | 0.48% | -0.41% | $434K |
| DGS | 0.00% | 0.21% | -0.21% | $0 |
| AGGY | 1.40% | 1.58% | -0.18% | $9M |
| FTSM | 0.78% | 0.92% | -0.15% | $5M |
| SPDW | 0.98% | 1.13% | -0.15% | $6M |
| DGRO | 0.27% | 0.41% | -0.14% | $2M |
| BRK-B | 0.65% | 0.77% | -0.12% | $4M |
| USFR | 0.05% | 0.16% | -0.11% | $304K |
| VIG | 0.27% | 0.37% | -0.10% | $2M |
| EPS | 0.00% | 0.07% | -0.07% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 58 | $174M | 28.2% |
| Large Cap | 132 | $153M | 24.8% |
| Mid Cap | 44 | $64M | 10.3% |
| Small Cap | 40 | $211M | 34.2% |
| Micro Cap | 23 | $15M | 2.5% |
Portfolio Analytics
Avg Market Cap
$218.9B
Median Market Cap
$36.9B
Avg P/E
32.3
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
124
# ETFs / Funds
173
Top Holdings (297 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAOS | 28.21% | 1,957,013 | $174M | $88.84 | $3M | +13,028 | +0.7% | |
| 2 | BOXX | 5.99% | 327,386 | $37M | $112.68 | $8M | +63,821 | +24.2% | |
| 3 | NVDA | 3.45% | 134,479 | $21M | $157.99 | $3M | -29,395 | -17.9% | |
| 4 | SPY | 3.34% | 33,346 | $21M | $617.86 | $3M | +2,528 | +8.2% | |
| 5 | AAPL | 2.89% | 86,734 | $18M | $205.17 | -$3M | -7,489 | -8.0% | |
| 6 | DGRW | 2.39% | 175,923 | $15M | $83.74 | $4M | +40,878 | +30.3% | |
| 7 | QGRW | 2.35% | 275,552 | $14M | $52.55 | $4M | +44,097 | +19.1% | |
| 8 | AMZN | 1.68% | 47,078 | $10M | $219.39 | $1M | -1,639 | -3.4% | |
| 9 | AVGO | 1.56% | 34,842 | $10M | $275.65 | $4M | +481 | +1.4% | |
| 10 | MSFT | 1.44% | 17,798 | $9M | $497.41 | $2M | -966 | -5.2% | |
| 11 | AGGY | 1.40% | 198,118 | $9M | $43.63 | -$373K | -9,490 | -4.6% | |
| 12 | WTV | 1.16% | 83,036 | $7M | $86.40 | $4M | +39,567 | +91.0% | |
| 13 | JMST | 1.10% | 132,843 | $7M | $50.92 | $952K | +18,531 | +16.2% | |
| 14 | QQQ | 1.09% | 12,141 | $7M | $551.64 | $979K | -50 | -0.4% | |
| 15 | VUG | 1.02% | 14,402 | $6M | $438.41 | $908K | -175 | -1.2% | |
| 16 | VOO | 1.00% | 10,861 | $6M | $568.05 | $921K | +651 | +6.4% | |
| 17 | SPDW | 0.98% | 149,435 | $6M | $40.49 | -$380K | -27,173 | -15.4% | |
| 18 | SCHD | 0.90% | 209,795 | $6M | $26.50 | $130K | +15,598 | +8.0% | |
| 19 | JPST | 0.79% | 96,382 | $5M | $50.68 | $993K | +19,516 | +25.4% | |
| 20 | FTSM | 0.78% | 79,863 | $5M | $59.87 | -$489K | -8,210 | -9.3% | |
| 21 | GOOGL | 0.74% | 25,788 | $5M | $176.23 | $689K | +856 | +3.4% | |
| 22 | IVV | 0.74% | 7,308 | $5M | $620.99 | $420K | -19 | -0.3% | |
| 23 | MTGP | 0.69% | 95,869 | $4M | $44.41 | $325K | +6,137 | +6.8% | |
| 24 | HEDJ | 0.67% | 85,637 | $4M | $48.12 | — | +85,637 | — | NEW |
| 25 | BRK-B | 0.65% | 8,186 | $4M | $485.77 | -$403K | -38 | -0.5% | |
| 26 | DXJ | 0.63% | 34,166 | $4M | $114.27 | $2M | +12,872 | +60.5% | |
| 27 | NFLX | 0.59% | 2,723 | $4M | $1,339.13 | $1M | +143 | +5.5% | |
| 28 | XSOE | 0.56% | 100,150 | $3M | $34.48 | $470K | +3,504 | +3.6% | |
| 29 | VGT | 0.55% | 5,130 | $3M | $663.36 | $638K | +37 | +0.7% | |
| 30 | VTV | 0.55% | 19,169 | $3M | $176.74 | $68K | -51 | -0.3% | |
| 31 | GOOG | 0.55% | 18,973 | $3M | $177.39 | $434K | +205 | +1.1% | |
| 32 | COST | 0.54% | 3,340 | $3M | $990.03 | $118K | -31 | -0.9% | |
| 33 | IJH | 0.51% | 51,146 | $3M | $62.02 | $294K | +1,822 | +3.7% | |
| 34 | IGLD | 0.50% | 141,656 | $3M | $21.71 | $125K | +941 | +0.7% | |
| 35 | TLH | 0.47% | 28,507 | $3M | $101.60 | $203K | +2,550 | +9.8% | |
| 36 | ICOW | 0.43% | 78,773 | $3M | $34.03 | -$224K | -13,694 | -14.8% | |
| 37 | FSIG | 0.43% | 138,739 | $3M | $19.12 | $81K | +2,951 | +2.2% | |
| 38 | GLD | 0.43% | 8,650 | $3M | $304.83 | $2M | +6,259 | +261.8% | |
| 39 | GCOW | 0.42% | 68,631 | $3M | $37.97 | — | +68,631 | — | NEW |
| 40 | AMD | 0.42% | 18,239 | $3M | $141.90 | $820K | +1,033 | +6.0% | |
| 41 | SIGI | 0.42% | 29,805 | $3M | $86.65 | -$146K | — | — | |
| 42 | VOT | 0.39% | 8,481 | $2M | $284.39 | $328K | -39 | -0.5% | |
| 43 | BX | 0.36% | 14,628 | $2M | $149.58 | $124K | -134 | -0.9% | |
| 44 | META | 0.35% | 2,949 | $2M | $738.29 | $21K | -791 | -21.1% | |
| 45 | IVE | 0.34% | 10,831 | $2M | $195.42 | $2M | +8,171 | +307.2% | |
| 46 | TSLA | 0.34% | 6,520 | $2M | $317.66 | $294K | -338 | -4.9% | |
| 47 | VBK | 0.33% | 7,453 | $2M | $276.94 | $188K | — | — | |
| 48 | EPI | 0.33% | 43,463 | $2M | $47.47 | $1M | +24,298 | +126.8% | |
| 49 | EES | 0.33% | 40,118 | $2M | $50.96 | $171K | +1,765 | +4.6% | |
| 50 | PANW | 0.33% | 9,833 | $2M | $204.64 | $350K | +92 | +0.9% | |
| 51 | WFC | 0.31% | 24,098 | $2M | $80.12 | $203K | +25 | +0.1% | |
| 52 | QHY | 0.30% | 40,423 | $2M | $46.10 | $150K | +2,425 | +6.4% | |
| 53 | MRK | 0.30% | 23,007 | $2M | $79.16 | -$258K | -153 | -0.7% | |
| 54 | AXP | 0.29% | 5,686 | $2M | $318.98 | $231K | -196 | -3.3% | |
| 55 | SPLG | 0.28% | 23,834 | $2M | $72.69 | $164K | -13 | -0.1% | |
| 56 | JNJ | 0.28% | 11,108 | $2M | $152.74 | -$142K | +22 | +0.2% | |
| 57 | VIG | 0.27% | 8,120 | $2M | $204.66 | -$443K | -2,729 | -25.1% | |
| 58 | IVW | 0.27% | 15,086 | $2M | $110.10 | $261K | +5 | +0.0% | |
| 59 | DGRO | 0.27% | 25,926 | $2M | $63.94 | -$674K | -11,814 | -31.3% | |
| 60 | SPIB | 0.27% | 49,014 | $2M | $33.58 | -$78K | -2,844 | -5.5% | |
| 61 | VOE | 0.27% | 9,985 | $2M | $164.46 | $31K | -50 | -0.5% | |
| 62 | WMT | 0.26% | 16,663 | $2M | $97.78 | $112K | -621 | -3.6% | |
| 63 | IBM | 0.25% | 5,320 | $2M | $294.77 | $249K | +16 | +0.3% | |
| 64 | JPM | 0.24% | 4,999 | $1M | $289.96 | $233K | +41 | +0.8% | |
| 65 | PEG | 0.23% | 17,011 | $1M | $84.18 | $32K | +1 | +0.0% | |
| 66 | AGZ | 0.23% | 12,977 | $1M | $109.70 | $2K | -11 | -0.1% | |
| 67 | PG | 0.23% | 8,850 | $1M | $159.32 | -$105K | -37 | -0.4% | |
| 68 | PLTR | 0.22% | 10,091 | $1M | $136.32 | $737K | +2,523 | +33.3% | |
| 69 | PHYS | 0.22% | 53,944 | $1M | $25.35 | $68K | -53 | -0.1% | |
| 70 | MGK | 0.21% | 3,598 | $1M | $366.20 | $198K | -25 | -0.7% | |
| 71 | INTC | 0.21% | 58,246 | $1M | $22.40 | -$18K | — | — | |
| 72 | SPTM | 0.21% | 17,137 | $1M | $74.89 | $98K | -290 | -1.7% | |
| 73 | ONEO | 0.21% | 10,367 | $1M | $123.46 | $36K | -431 | -4.0% | |
| 74 | IBND | 0.21% | 39,171 | $1M | $32.59 | $114K | -257 | -0.7% | |
| 75 | HD | 0.20% | 3,443 | $1M | $366.61 | -$34K | -93 | -2.6% | |
| 76 | PAVE | 0.20% | 28,739 | $1M | $43.58 | $178K | +270 | +0.9% | |
| 77 | FALN | 0.20% | 44,303 | $1M | $27.14 | -$45K | -2,241 | -4.8% | |
| 78 | CWH | 0.19% | 69,863 | $1M | $17.19 | $62K | -642 | -0.9% | |
| 79 | RSP | 0.19% | 6,497 | $1M | $181.75 | $56K | +2 | +0.0% | |
| 80 | IWF | 0.19% | 2,705 | $1M | $424.49 | $172K | +2 | +0.1% | |
| 81 | VBR | 0.18% | 5,841 | $1M | $195.00 | $51K | — | — | |
| 82 | SPYD | 0.18% | 26,274 | $1M | $42.44 | -$83K | -787 | -2.9% | |
| 83 | RDVI | 0.18% | 44,394 | $1M | $24.71 | $71K | +1,155 | +2.7% | |
| 84 | SPTI | 0.18% | 37,491 | $1M | $28.77 | $4K | -105 | -0.3% | |
| 85 | DFII | 0.17% | 44,797 | $1M | $23.89 | — | +44,797 | — | NEW |
| 86 | VOOG | 0.17% | 2,691 | $1M | $396.55 | $104K | -187 | -6.5% | |
| 87 | SMLV | 0.17% | 8,480 | $1M | $125.11 | -$23K | -343 | -3.9% | |
| 88 | CEG | 0.17% | 3,185 | $1M | $322.77 | $389K | +17 | +0.5% | |
| 89 | BAC | 0.17% | 21,709 | $1M | $47.32 | $82K | -942 | -4.2% | |
| 90 | BBIN | 0.16% | 14,735 | $995K | $67.50 | $51K | -604 | -3.9% | |
| 91 | XOM | 0.16% | 8,925 | $962K | $107.80 | -$98K | +12 | +0.1% | |
| 92 | LLY | 0.16% | 1,234 | $961K | $779.06 | $46K | +127 | +11.5% | |
| 93 | COWZ | 0.15% | 17,058 | $940K | $55.10 | -$3M | -54,274 | -76.1% | |
| 94 | FTHY | 0.15% | 62,825 | $933K | $14.85 | $77K | +3,577 | +6.0% | |
| 95 | ECOW | 0.14% | 39,941 | $882K | $22.08 | — | +39,941 | — | NEW |
| 96 | VEU | 0.14% | 13,111 | $881K | $67.22 | $86K | +3 | +0.0% | |
| 97 | IBIT | 0.14% | 14,058 | $860K | $61.21 | $224K | +460 | +3.4% | |
| 98 | QTUM | 0.14% | 9,210 | $846K | $91.82 | $177K | +240 | +2.7% | |
| 99 | VYM | 0.14% | 6,329 | $844K | $133.31 | $28K | — | — | |
| 100 | FV | 0.14% | 14,105 | $836K | $59.26 | $42K | -372 | -2.6% |
Options Breakdown
0 Calls
$0 Call Value
10 Puts
$3M Put Value