I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+4.83%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$170M
AUM Growth
+$170M
(+5.8%)
Cap. Flow
+$7M
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
80.09%
Holding
85
New
19
Increased
14
Reduced
34
Closed
9
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$47M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$4.2M |
| 3 |
iShares US Real Estate ETF
IYR
|
$922K |
| 4 |
iShares MBS ETF
MBB
|
$910K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$705K |
Top Sells
Sector Composition
| 1 | Technology | 4.11% |
| 2 | Industrials | 2.4% |
| 3 | Financials | 2.02% |
| 4 | Healthcare | 1.69% |
| 5 | Communication Services | 1.36% |
