I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+6.96%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$151M
AUM Growth
+$151M
(+11%)
Cap. Flow
+$5.51M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
82.89%
Holding
75
New
7
Increased
21
Reduced
34
Closed
8
Top Buys
Top Sells
| 1 |
Intel
INTC
|
$787K |
| 2 |
Apple
AAPL
|
$508K |
| 3 |
Microsoft
MSFT
|
$492K |
| 4 |
AT&T
T
|
$420K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$408K |
Sector Composition
| 1 | Technology | 3.92% |
| 2 | Financials | 2.4% |
| 3 | Healthcare | 1.94% |
| 4 | Industrials | 1.93% |
| 5 | Communication Services | 1.25% |
