IR

IAT Reinsurance Portfolio holdings

AUM $475M
1-Year Est. Return 7.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1M
3
+$994K
4
WTW icon
Willis Towers Watson
WTW
+$631K
5
IEH
INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI)
IEH
+$516K

Top Sells

1
+$137M
2
+$31.1M
3
+$25.1M
4
GS icon
Goldman Sachs
GS
+$19.3M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$19M

Sector Composition

1 Financials 27.79%
2 Industrials 16.4%
3 Healthcare 6.46%
4 Consumer Discretionary 6.33%
5 Consumer Staples 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
+1,000
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$0 ﹤0.01%
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1 2 3 4
5