Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGHT FOLIOS INC | 04-19-2024 | 03-31-2024 | 120 | 246,947,179 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HANNON ARMSTRONG SUST INFR C | COM | 51 | $655,419 | 23,078 | 0.00 | 0.00 | 1,122 | 5.11 | 03-31-2024 |
| CVS HEALTH CORP | COM | 52 | $643,519 | 8,068 | 0.00 | 0.00 | 345 | 4.47 | 03-31-2024 |
| DEERE & CO | COM | 53 | $632,129 | 1,539 | 0.00 | 0.00 | -3 | -0.19 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 54 | $601,710 | 3,045 | 0.00 | 0.00 | 106 | 3.61 | 03-31-2024 |
