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  Name: Insight Folios Inc
  City: Charlotte
  State: NC
  Zip: 28277
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $246,947,000
  Total Value Change : $15,899,000
  Securities Held Change : 1
   
All Securities Held : 120
  New Positions : 7
  Closed Positions : 6
  Increased Positions : 56
  Unchanged Positions : 1
  Decreased Positions : 56

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WU)1 Year Chart         WU Western Union Co 28 New $13.27 $5,388,000 385,374 2.18% 5,388,000 385,374 0.079    Personal Services
   (BNS)1 Year Chart         BNS Bank of Nova Scotia (USA) 29 New $48.01 $5,179,000 100,025 2.1% 5,179,000 100,025 0.008    Foreign Money Center ...
   (HSBC)1 Year Chart         HSBC HSBC Holdings plc (ADR) 31 New $44.72 $4,589,000 116,598 1.86% 4,589,000 116,598 0.003    Foreign Money Center ...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 98 New $217.74 $299,000 1,616 0.12% 299,000 1,616 0.001    N/A
   (AAXN)1 Year Chart         AAXN Axon Enterprise Inc 114 New $296.46 $206,000 659 0.08% 206,000 659 0.001    Aerospace/Defense Pro...
   (ATEC)1 Year Chart         ATEC Alphatec Holdings, Inc. 117 New $10.87 $192,000 13,938 0.08% 192,000 13,938 0.014    Medical Instruments &...
   (ARRY)1 Year Chart         ARRY Array Technologies, Inc. 119 New $0.00 $157,000 10,561 0.06% 157,000 10,561 0.006    N/A

      7 Records Found
  1    
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