I2I

Insight 2811 Inc Portfolio holdings

AUM $211M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.26M
3
+$1.71M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.47M
5
GLRE icon
Greenlight Captial
GLRE
+$1.32M

Top Sells

1
+$4.18M
2
+$3.51M
3
+$3.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.23M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.72M

Sector Composition

1 Financials 7.8%
2 Energy 5.26%
3 Industrials 4.98%
4 Technology 4.36%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.63%
+45,200
27
$1.31M 0.63%
51,678
-11
28
$1.27M 0.61%
48,800
-3,300
29
$1.22M 0.58%
11,400
+1,948
30
$1.11M 0.53%
11,700
-900
31
$1.11M 0.53%
7,186
+64
32
$1.1M 0.53%
31,742
-1,200
33
$1.07M 0.51%
50,800
+8,200
34
$1.07M 0.51%
25,964
-1,700
35
$1.06M 0.51%
28,503
+4,200
36
$1.02M 0.49%
19,132
+5,468
37
$997K 0.48%
9,782
+100
38
$983K 0.47%
5,000
39
$983K 0.47%
15,700
+4,200
40
$973K 0.47%
18,816
-112
41
$935K 0.45%
8,055
+1,700
42
$899K 0.43%
26,200
+4,800
43
$893K 0.43%
49,625
-460
44
$852K 0.41%
10,236
+552
45
$849K 0.41%
12,287
-79
46
$830K 0.4%
14,040
47
$829K 0.4%
36,300
+4,800
48
$811K 0.39%
10,199
-67
49
$810K 0.39%
13,700
-152
50
$807K 0.39%
30,500
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