Asset Manager
← All Institutions
Insight Advisors, LLC/ PA
Market Value
$525M
-20.4%
Holdings
294
-6
New Purchases
13
Added To
100
Closed
53
Reduced
113
Top 10 Concentration
58.4%
Turnover
22.4%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ATTR | 16.96% | 12.97% | +3.99% | $89M |
| CAOS | 15.56% | 12.59% | +2.98% | $82M |
| BOXX | 7.48% | 5.54% | +1.93% | $39M |
| SPY | 4.18% | 3.52% | +0.65% | $22M |
| HECA | 0.61% | 0.12% | +0.49% | $3M |
| NVDA | 4.10% | 3.63% | +0.47% | $22M |
| AAPL | 3.68% | 3.37% | +0.31% | $19M |
| TROW | 0.28% | 0.00% | +0.28% | $1M |
| YELP | 0.27% | 0.00% | +0.27% | $1M |
| VOO | 1.26% | 1.03% | +0.23% | $7M |
| GLD | 0.82% | 0.59% | +0.23% | $4M |
| COST | 0.64% | 0.42% | +0.21% | $3M |
| GOOGL | 1.42% | 1.21% | +0.21% | $7M |
| IGLD | 0.81% | 0.62% | +0.20% | $4M |
| AVGO | 2.02% | 1.82% | +0.20% | $11M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| QGRW | 0.08% | 2.45% | -2.36% | $427K |
| DGRW | 0.13% | 2.37% | -2.24% | $668K |
| DDWM | 0.00% | 1.23% | -1.23% | $0 |
| WTV | 0.00% | 1.22% | -1.22% | $0 |
| AGGY | 0.19% | 1.37% | -1.17% | $1M |
| SPDW | 0.12% | 1.01% | -0.90% | $621K |
| JMST | 0.31% | 1.14% | -0.82% | $2M |
| SCHD | 0.17% | 0.87% | -0.70% | $904K |
| JPST | 0.00% | 0.69% | -0.69% | $0 |
| MTGP | 0.00% | 0.66% | -0.66% | $0 |
| LCOW | 0.00% | 0.62% | -0.62% | $0 |
| XSOE | 0.00% | 0.59% | -0.59% | $0 |
| IJH | 0.14% | 0.64% | -0.50% | $730K |
| GCOW | 0.00% | 0.47% | -0.47% | $0 |
| ICOW | 0.00% | 0.46% | -0.46% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 61 | $181M | 34.4% |
| Large Cap | 123 | $113M | 21.5% |
| Mid Cap | 46 | $24M | 4.5% |
| Small Cap | 39 | $100M | 19.1% |
| Micro Cap | 25 | $108M | 20.5% |
Portfolio Analytics
Avg Market Cap
$233.3B
Median Market Cap
$31.1B
Avg P/E
31.9
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
124
# ETFs / Funds
170
Top Holdings (294 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ATTR | 16.96% | 980,142 | $89M | $90.88 | $4M | +34,301 | +3.6% | |
| 2 | CAOS | 15.56% | 900,432 | $82M | $90.76 | -$1M | -24,393 | -2.6% | |
| 3 | BOXX | 7.48% | 337,673 | $39M | $116.29 | $3M | +19,898 | +6.3% | |
| 4 | SPY | 4.18% | 33,739 | $22M | $650.33 | -$1M | -359 | -1.1% | |
| 5 | NVDA | 4.10% | 123,437 | $22M | $174.40 | -$2M | -4,991 | -3.9% | |
| 6 | AAPL | 3.68% | 76,241 | $19M | $253.79 | -$3M | -5,525 | -6.8% | |
| 7 | AVGO | 2.02% | 34,238 | $11M | $309.51 | -$1M | -496 | -1.4% | |
| 8 | AMZN | 1.73% | 43,563 | $9M | $208.27 | -$2M | -3,019 | -6.5% | |
| 9 | GOOGL | 1.42% | 25,959 | $7M | $287.56 | -$520K | +448 | +1.8% | |
| 10 | QQQ | 1.26% | 11,509 | $7M | $577.13 | -$1M | -1,004 | -8.0% | |
| 11 | VOO | 1.26% | 11,106 | $7M | $597.54 | -$158K | +274 | +2.5% | |
| 12 | VUG | 1.17% | 14,072 | $6M | $436.79 | -$848K | -263 | -1.8% | |
| 13 | MSFT | 1.14% | 16,201 | $6M | $370.15 | -$3M | -1,551 | -8.7% | |
| 14 | GOOG | 0.82% | 15,046 | $4M | $286.87 | -$706K | -960 | -6.0% | |
| 15 | GLD | 0.82% | 10,015 | $4M | $430.29 | $394K | +136 | +1.4% | |
| 16 | IVV | 0.81% | 6,549 | $4M | $653.23 | -$654K | -650 | -9.0% | |
| 17 | IGLD | 0.81% | 167,358 | $4M | $25.53 | $207K | +4,803 | +3.0% | |
| 18 | AMD | 0.75% | 19,337 | $4M | $203.43 | -$187K | +94 | +0.5% | |
| 19 | BRK-B | 0.73% | 7,977 | $4M | $479.20 | -$270K | -165 | -2.0% | |
| 20 | VTV | 0.70% | 18,793 | $4M | $196.20 | $45K | -277 | -1.4% | |
| 21 | HYTI | 0.69% | 189,193 | $4M | $19.26 | -$131K | -1,618 | -0.8% | |
| 22 | VGT | 0.68% | 5,116 | $4M | $697.79 | -$278K | +14 | +0.3% | |
| 23 | SPYM | 0.65% | 44,722 | $3M | $76.54 | $77K | +3,012 | +7.2% | |
| 24 | COST | 0.64% | 3,366 | $3M | $996.73 | $553K | +117 | +3.6% | |
| 25 | HECA | 0.61% | 110,976 | $3M | $28.87 | $2M | +82,035 | +283.5% | |
| 26 | LQTI | 0.51% | 135,888 | $3M | $19.58 | $574K | +32,177 | +31.0% | |
| 27 | INTC | 0.48% | 56,979 | $3M | $44.13 | $413K | +24 | +0.0% | |
| 28 | JNJ | 0.46% | 9,948 | $2M | $244.47 | $353K | -99 | -1.0% | |
| 29 | MRK | 0.46% | 20,086 | $2M | $120.29 | $277K | -238 | -1.2% | |
| 30 | DFII | 0.46% | 181,464 | $2M | $13.30 | $15K | +47,100 | +35.0% | |
| 31 | NFLX | 0.45% | 24,639 | $2M | $96.15 | $104K | +485 | +2.0% | |
| 32 | SIGI | 0.43% | 29,805 | $2M | $75.39 | -$247K | — | — | |
| 33 | VBK | 0.42% | 7,351 | $2M | $302.23 | -$5K | -19 | -0.3% | |
| 34 | VOT | 0.40% | 8,080 | $2M | $257.34 | -$260K | -300 | -3.6% | |
| 35 | META | 0.37% | 3,431 | $2M | $572.17 | $13K | +479 | +16.2% | |
| 36 | WFC | 0.37% | 24,377 | $2M | $79.61 | -$320K | +118 | +0.5% | |
| 37 | FTSM | 0.36% | 31,814 | $2M | $59.78 | -$354K | -5,836 | -15.5% | |
| 38 | TSLA | 0.35% | 4,965 | $2M | $371.75 | -$694K | -682 | -12.1% | |
| 39 | WMT | 0.34% | 14,568 | $2M | $124.27 | $194K | +57 | +0.4% | |
| 40 | VOE | 0.34% | 9,785 | $2M | $184.28 | $51K | -91 | -0.9% | |
| 41 | SPIB | 0.33% | 51,715 | $2M | $33.54 | $752 | +435 | +0.8% | |
| 42 | JMST | 0.31% | 32,443 | $2M | $50.98 | -$6M | -115,161 | -78.0% | |
| 43 | PHYS | 0.31% | 45,514 | $2M | $35.44 | -$1K | -3,370 | -6.9% | |
| 44 | FSIG | 0.31% | 85,001 | $2M | $18.94 | -$28K | -347 | -0.4% | |
| 45 | PLTR | 0.31% | 10,993 | $2M | $146.28 | -$250K | +541 | +5.2% | |
| 46 | IVW | 0.30% | 13,744 | $2M | $113.11 | -$149K | -77 | -0.6% | |
| 47 | PANW | 0.30% | 9,673 | $2M | $160.32 | -$278K | -253 | -2.5% | |
| 48 | PAVE | 0.29% | 30,081 | $2M | $50.81 | $111K | +412 | +1.4% | |
| 49 | AGZ | 0.29% | 13,718 | $2M | $109.71 | $23K | +276 | +2.0% | |
| 50 | TROW | 0.28% | 16,352 | $1M | $90.14 | — | +16,352 | — | NEW |
| 51 | JPM | 0.28% | 4,935 | $1M | $294.20 | -$142K | -11 | -0.2% | |
| 52 | LLY | 0.27% | 1,525 | $1M | $919.96 | -$236K | +1 | +0.1% | |
| 53 | YELP | 0.27% | 56,300 | $1M | $24.74 | — | +56,300 | — | NEW |
| 54 | ONEO | 0.26% | 10,296 | $1M | $133.08 | $35K | -23 | -0.2% | |
| 55 | XONA.DE | 0.26% | 8,058 | $1M | $169.67 | $231K | -1,384 | -14.7% | |
| 56 | SPTM | 0.25% | 16,711 | $1M | $79.06 | -$46K | +143 | +0.9% | |
| 57 | BX | 0.25% | 11,465 | $1M | $114.98 | -$969K | -3,376 | -22.8% | |
| 58 | DGRO | 0.25% | 18,364 | $1M | $70.18 | -$441K | -6,556 | -26.3% | |
| 59 | RSP | 0.24% | 6,693 | $1M | $191.94 | $22K | +101 | +1.5% | |
| 60 | VBR | 0.24% | 5,756 | $1M | $217.26 | $18K | -62 | -1.1% | |
| 61 | FALN | 0.24% | 46,210 | $1M | $26.72 | -$189 | +975 | +2.2% | |
| 62 | SPYD | 0.24% | 27,113 | $1M | $45.52 | $11K | -1,178 | -4.2% | |
| 63 | MGK | 0.23% | 3,324 | $1M | $367.42 | -$142K | +24 | +0.7% | |
| 64 | PG | 0.23% | 8,261 | $1M | $144.43 | $28K | +129 | +1.6% | |
| 65 | IBND | 0.23% | 38,210 | $1M | $31.08 | -$601 | +1,207 | +3.3% | |
| 66 | SMLV | 0.23% | 8,645 | $1M | $137.08 | $50K | -14 | -0.2% | |
| 67 | VEU | 0.22% | 15,303 | $1M | $75.10 | $174K | +2,048 | +15.4% | |
| 68 | IWF | 0.21% | 2,642 | $1M | $426.46 | -$123K | +1 | +0.0% | |
| 69 | QTUM | 0.21% | 10,341 | $1M | $107.29 | $3K | +250 | +2.5% | |
| 70 | IWM | 0.21% | 4,455 | $1M | $248.03 | $104K | +389 | +9.6% | |
| 71 | RTX | 0.21% | 5,724 | $1M | $192.90 | $40K | -79 | -1.4% | |
| 72 | SPTI | 0.21% | 38,051 | $1M | $28.66 | $18K | +860 | +2.3% | |
| 73 | RDVI | 0.21% | 42,579 | $1M | $25.55 | -$18K | +435 | +1.0% | |
| 74 | VIG | 0.21% | 5,041 | $1M | $215.07 | -$604K | -2,638 | -34.4% | |
| 75 | HD | 0.20% | 3,267 | $1M | $328.96 | -$51K | -4 | -0.1% | |
| 76 | BAC | 0.20% | 21,873 | $1M | $48.75 | -$134K | +48 | +0.2% | |
| 77 | BBIN | 0.20% | 14,497 | $1M | $73.12 | $14K | +27 | +0.2% | |
| 78 | HGRO | 0.20% | 37,754 | $1M | $27.90 | $242K | +9,180 | +32.1% | |
| 79 | AGGY | 0.19% | 23,508 | $1M | $43.45 | -$8M | -181,329 | -88.5% | |
| 80 | SMH | 0.18% | 2,459 | $943K | $383.39 | $86K | +81 | +3.4% | |
| 81 | SLV | 0.18% | 13,716 | $935K | $68.14 | -$156K | -3,220 | -19.0% | |
| 82 | AXP | 0.18% | 3,083 | $933K | $302.53 | -$1M | -2,507 | -44.9% | |
| 83 | CEG | 0.18% | 3,304 | $923K | $279.28 | -$244K | +2 | +0.1% | |
| 84 | IJR | 0.18% | 7,409 | $921K | $124.29 | -$30K | -504 | -6.4% | |
| 85 | CAT | 0.17% | 1,291 | $914K | $708.31 | $164K | -19 | -1.4% | |
| 86 | SCHD | 0.17% | 29,467 | $904K | $30.68 | -$5M | -180,046 | -85.9% | |
| 87 | AOA | 0.16% | 9,589 | $849K | $88.49 | -$10K | +5 | +0.1% | |
| 88 | MU | 0.16% | 2,489 | $841K | $337.84 | $132K | +4 | +0.2% | |
| 89 | FV | 0.16% | 13,868 | $838K | $60.44 | -$35K | -5 | -0.0% | |
| 90 | PEG | 0.16% | 10,193 | $825K | $80.95 | -$541K | -6,820 | -40.1% | |
| 91 | FBND | 0.16% | 17,988 | $821K | $45.62 | $6K | +291 | +1.6% | |
| 92 | VTI | 0.16% | 2,548 | $817K | $320.84 | $76K | +338 | +15.3% | |
| 93 | SHAG | 0.15% | 17,097 | $813K | $47.58 | $13K | +435 | +2.6% | |
| 94 | PCAR | 0.15% | 6,864 | $793K | $115.49 | $31K | -92 | -1.3% | |
| 95 | PDBC | 0.14% | 43,444 | $752K | $17.32 | $158K | -1,431 | -3.2% | |
| 96 | XLE | 0.14% | 12,272 | $752K | $61.26 | $194K | -192 | -1.5% | |
| 97 | SPLB | 0.14% | 33,597 | $747K | $22.22 | $36K | +2,110 | +6.7% | |
| 98 | IJH | 0.14% | 10,807 | $730K | $67.52 | -$3M | -53,043 | -83.1% | |
| 99 | LMT | 0.14% | 1,199 | $725K | $604.37 | $146K | +3 | +0.2% | |
| 100 | DE | 0.14% | 1,274 | $718K | $563.30 | $116K | -19 | -1.5% |
Options Breakdown
0 Calls
$0 Call Value
1 Puts
$0 Put Value
Top Puts
| Symbol | Shares | Value | Status |
|---|---|---|---|
| BAC | — | $0 | SOLD |