I2I

Insight 2811 Inc Portfolio holdings

AUM $226M
1-Year Est. Return 10.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.81M
3
+$1.36M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$1.06M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$863K

Top Sells

1
+$951K
2
+$716K
3
+$494K
4
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$430K
5
DTE icon
DTE Energy
DTE
+$263K

Sector Composition

1 Technology 4.34%
2 Financials 3.02%
3 Communication Services 1.37%
4 Healthcare 1.33%
5 Industrials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$461K 0.22%
4,635
-2,500
52
$448K 0.21%
1,400
53
$431K 0.2%
9,904
54
$423K 0.2%
744
+177
55
$421K 0.2%
908
-8
56
$418K 0.2%
6,222
57
$415K 0.2%
2,605
-100
58
$409K 0.19%
4,148
+571
59
$397K 0.19%
2,139
-8
60
$382K 0.18%
1,897
-43
61
$350K 0.17%
9,980
-924
62
$349K 0.17%
4,950
63
$338K 0.16%
1,156
-29
64
$320K 0.15%
5,494
-360
65
$320K 0.15%
806
+92
66
$316K 0.15%
2,393
+49
67
$300K 0.14%
1,518
-4
68
$291K 0.14%
12,019
+400
69
$284K 0.13%
25,982
70
$284K 0.13%
2,633
+21
71
$278K 0.13%
4,017
72
$262K 0.12%
4,610
-50
73
$261K 0.12%
2,733
+438
74
$260K 0.12%
+2,301
75
$258K 0.12%
4,145
1 2
3
4