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IR

IAT Reinsurance Portfolio holdings

AUM $310M
1-Year Est. Return 13.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.37%
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
+$4.07M
2
+$995K
3
+$981K
4
WTW icon
Willis Towers Watson
WTW
+$582K
5
IEH
INTEGRYS ENERGY GROUP INC 6% JR SUB NT DUE 8-1-2073 (WI)
IEH
+$534K

Top Sells

1
+$155M
2
+$31M
3
+$30.3M
4
GS icon
Goldman Sachs
GS
+$19.9M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$19.3M

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
101
– –
-3,000
102
– –
-120,000
103
– –
-15,000
104
– –
-275,000
105
– –
-5
106
– –
-50,000
107
– –
-12,000
108
– –
-93,000
109
– –
-60,000
110
$0 ﹤0.01%
+1,000
111
$0 ﹤0.01%
+2,384
112
– –
-30,000
113
– –
-43,400
114
– –
-3,390
115
– –
-56,000
116
– –
-70,000
117
– –
-53,000
118
– –
-10,000
1 2 3 4
5