INSIGHT FOLIOS INC
Q1 2023 Form 13-F
CHARLOTTE, NORTH CAROLINA
$225.6M Reported Value Total
INSIGHT FOLIOS reports 1,490 total accounts under management (AUM). There are 1,452 discretionary accounts valued at $257,740,047, and 38 non-discretionary accounts valued at $1,031,460.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.