I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+3.11%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$161M
AUM Growth
+$161M
(+6.1%)
Cap. Flow
+$7.82M
Cap. Flow
% of AUM
4.87%
Top 10 Holdings %
Top 10 Hldgs %
82.84%
Holding
73
New
7
Increased
28
Reduced
24
Closed
7
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.51M |
| 2 |
Apple
AAPL
|
$1.45M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.24M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$728K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$631K |
Top Sells
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Industrials | 2.23% |
| 3 | Financials | 1.98% |
| 4 | Healthcare | 1.76% |
| 5 | Consumer Staples | 1.28% |
