I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
-4.39%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$136M
AUM Growth
+$136M
(-10%)
Cap. Flow
-$8.8M
Cap. Flow
% of AUM
-6.45%
Top 10 Holdings %
Top 10 Hldgs %
82.17%
Holding
101
New
9
Increased
15
Reduced
37
Closed
34
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$13.2M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$11.7M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$726K |
| 4 |
Reinsurance Group of America
RGA
|
$614K |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$582K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$19.1M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$1.13M |
| 3 |
Walmart
WMT
|
$814K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$711K |
| 5 |
Verizon
VZ
|
$671K |
Sector Composition
| 1 | Technology | 5.16% |
| 2 | Financials | 2.46% |
| 3 | Healthcare | 2.13% |
| 4 | Industrials | 1.78% |
| 5 | Communication Services | 1.51% |
