I2I

Insight 2811 Inc Portfolio holdings

AUM $226M
1-Year Est. Return 10.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.81M
3
+$1.36M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.06M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$863K

Top Sells

1
+$951K
2
+$716K
3
+$494K
4
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$430K
5
DTE icon
DTE Energy
DTE
+$263K

Sector Composition

1 Technology 4.34%
2 Financials 3.02%
3 Communication Services 1.37%
4 Healthcare 1.33%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$942K 0.45%
5,313
+113
27
$929K 0.44%
3,150
-53
28
$923K 0.44%
36,206
+821
29
$896K 0.42%
8,850
-260
30
$759K 0.36%
8,340
31
$754K 0.36%
4,934
-223
32
$748K 0.35%
35,949
-663
33
$740K 0.35%
3,430
-36
34
$734K 0.35%
10,884
-200
35
$681K 0.32%
3,248
+50
36
$678K 0.32%
919
-4
37
$647K 0.31%
4,596
-15
38
$596K 0.28%
13,219
39
$564K 0.27%
769
40
$547K 0.26%
3,431
-401
41
$544K 0.26%
3,086
+19
42
$536K 0.25%
2,650
43
$534K 0.25%
4,494
-203
44
$526K 0.25%
23,485
+42
45
$506K 0.24%
6,398
-900
46
$496K 0.24%
+1,800
47
$490K 0.23%
11,314
-1,295
48
$480K 0.23%
3,037
+30
49
$470K 0.22%
664
-29
50
$462K 0.22%
2,525
-5
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