I2I

Insight 2811 Inc Portfolio holdings

AUM $224M
1-Year Est. Return 6.16%
This Quarter Est. Return
1 Year Est. Return
+6.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$20.7M
3
+$20.2M
4
AGLS
AdvisorShares Accuvest Global Long Short ETF (MD)
AGLS
+$7.38M
5
PLD icon
Prologis
PLD
+$3.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.94%
2 Energy 6.82%
3 Technology 6.65%
4 Industrials 5.75%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.71%
+15,102
27
$1.25M 0.69%
+48,433
28
$1.23M 0.68%
+10,008
29
$1.17M 0.64%
+12,902
30
$1.15M 0.63%
+12,867
31
$1.13M 0.62%
+3,361
32
$1.09M 0.6%
+13,300
33
$1.06M 0.58%
+17,809
34
$1.04M 0.57%
+30,000
35
$1.03M 0.57%
+12,071
36
$1.02M 0.56%
+42,250
37
$1.01M 0.55%
+16,654
38
$940K 0.52%
+12,210
39
$932K 0.51%
+79,310
40
$894K 0.49%
+4,893
41
$886K 0.49%
+20,463
42
$884K 0.49%
+33,279
43
$871K 0.48%
+10,336
44
$867K 0.48%
+22,108
45
$860K 0.47%
+46,110
46
$858K 0.47%
+39,533
47
$851K 0.47%
+35,430
48
$846K 0.47%
+10,800
49
$830K 0.46%
+11,099
50
$824K 0.45%
+13,198
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