I2I

Insight 2811 Inc Portfolio holdings

AUM $224M
1-Year Est. Return 6.16%
This Quarter Est. Return
1 Year Est. Return
+6.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$20.7M
3
+$20.2M
4
AGLS
AdvisorShares Accuvest Global Long Short ETF (MD)
AGLS
+$7.38M
5
PLD icon
Prologis
PLD
+$3.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.94%
2 Energy 6.82%
3 Technology 6.65%
4 Industrials 5.75%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$503K 0.28%
+5,100
77
$501K 0.28%
+15,100
78
$486K 0.27%
+18,027
79
$471K 0.26%
+6,045
80
$456K 0.25%
+32,200
81
$453K 0.25%
+54,992
82
$433K 0.24%
+17,700
83
$400K 0.22%
+20,000
84
$397K 0.22%
+9,100
85
$397K 0.22%
+4,093
86
$397K 0.22%
+8,955
87
$388K 0.21%
+8,100
88
$387K 0.21%
+100
89
$359K 0.2%
+4,200
90
$349K 0.19%
+7,155
91
$347K 0.19%
+11,600
92
$345K 0.19%
+5,700
93
$340K 0.19%
+20,000
94
$331K 0.18%
+40,000
95
$330K 0.18%
+23,000
96
$322K 0.18%
+65,000
97
$315K 0.17%
+14,000
98
$310K 0.17%
+70,000
99
$300K 0.17%
+32,000
100
$286K 0.16%
+5,000
2 3
4
5 6