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Insight 2811 Inc Portfolio holdings
AUM
$239M
1-Year Est. Return
8.89%
This Fund
S&P 500
This Quarter
Est. Return
+2.28%
1 Year Est. Return
+8.89%
3 Year Est. Return
+22.2%
5 Year Est. Return
+23.63%
10 Year Est. Return
+87.49%
AUM
$182M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
99.85%
Top 10 Holdings %
Top 10 Hldgs %
51.55%
Holding
203
New
203
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$25.2M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$20.6M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$20.3M |
| 4 |
AGLS
AdvisorShares Accuvest Global Long Short ETF (MD)
AGLS
|
+$7.49M |
| 5 |
Prologis
PLD
|
+$4.27M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.94% |
| 2 | Energy | 6.82% |
| 3 | Technology | 6.65% |
| 4 | Industrials | 5.75% |
| 5 | Consumer Staples | 4.9% |
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Insight 2811 Inc's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Insight 2811 Inc, which disclosed 203 positions worth $182M. Its ten largest holdings account for 52% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 153 shares worth $25.8M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Energy and Technology.
- Insight 2811 Inc's largest Q2 2013 buy was Berkshire Hathaway Class A: 153 shares worth $25.8M.
- Insight 2811 Inc's ten largest holdings make up 52% of its $182M portfolio in Q2 2013.
- Insight 2811 Inc disclosed 203 positions in Q2 2013, its first 13F filing on record.
Based on Insight 2811 Inc's 13F filing for Q2 2013, filed 21 Aug 2013.