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
51
$789K 0.38%
10,167
-501
52
$755K 0.36%
5,442
-30
53
$754K 0.36%
13,530
-200
54
$721K 0.34%
26,247
+5,045
55
$717K 0.34%
7,685
-100
56
$695K 0.33%
251
57
$660K 0.32%
26,944
-15
58
$650K 0.31%
10,379
-50
59
$648K 0.31%
9,278
+2,182
60
$645K 0.31%
6,651
-500
61
$640K 0.31%
12,795
+2,734
62
$624K 0.3%
8,423
-20
63
$610K 0.29%
34,445
-190
64
$594K 0.28%
+14,496
65
$593K 0.28%
6,085
+1,100
66
$577K 0.28%
18,144
-89
67
$574K 0.27%
25,836
-5
68
$569K 0.27%
+14,653
69
$559K 0.27%
+36,339
70
$546K 0.26%
17,937
+255
71
$542K 0.26%
5,577
-4
72
$540K 0.26%
19,720
+1,358
73
$536K 0.26%
20,579
-125
74
$534K 0.26%
+9,636
75
$532K 0.25%
9,429
-53
1 2
3
4 5