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
51
$803K 0.44%
+13,139
52
$798K 0.44%
+16,006
53
$796K 0.44%
+6,730
54
$793K 0.44%
+24,417
55
$771K 0.42%
+34,467
56
$763K 0.42%
+7,445
57
$719K 0.4%
+6,257
58
$711K 0.39%
+10,051
59
$666K 0.37%
+8,202
60
$650K 0.36%
+16,781
61
$627K 0.35%
+11,500
62
$625K 0.34%
+7,188
63
$619K 0.34%
+31,500
64
$616K 0.34%
+20,400
65
$603K 0.33%
+12,430
66
$591K 0.33%
+13,400
67
$588K 0.32%
+5,500
68
$580K 0.32%
+13,209
69
$574K 0.32%
+23,605
70
$565K 0.31%
+5,000
71
$565K 0.31%
+35,395
72
$541K 0.3%
+48,004
73
$524K 0.29%
+5,299
74
$519K 0.29%
+35,784
75
$516K 0.28%
+23,413
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3
4 5