I2I

Insight 2811 Inc Portfolio holdings

AUM $211M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$4.26M
3
+$1.71M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.47M
5
GLRE icon
Greenlight Captial
GLRE
+$1.32M

Top Sells

1
+$4.18M
2
+$3.51M
3
+$3.32M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.23M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.72M

Sector Composition

1 Financials 7.8%
2 Energy 5.26%
3 Industrials 4.98%
4 Technology 4.36%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$527K 0.25%
+3,090
77
$526K 0.25%
7,757
-300
78
$524K 0.25%
3,370
+794
79
$464K 0.22%
5,930
-200
80
$446K 0.21%
8,905
-55
81
$430K 0.21%
6,775
-240
82
$418K 0.2%
6,812
+400
83
$405K 0.19%
4,203
-4,346
84
$398K 0.19%
3,190
-120
85
$392K 0.19%
36,800
-3,000
86
$352K 0.17%
19,800
-1,900
87
$349K 0.17%
15,562
-561
88
$343K 0.16%
+5,300
89
$333K 0.16%
6,800
90
$326K 0.16%
8,968
-375
91
$305K 0.15%
2,241
-52
92
$293K 0.14%
17,207
+155
93
$288K 0.14%
4,451
94
$279K 0.13%
+2,400
95
$272K 0.13%
12,261
96
$268K 0.13%
6,075
+315
97
$259K 0.12%
3,256
-500
98
$257K 0.12%
+4,734
99
$248K 0.12%
5,930
100
$240K 0.11%
4,260
1 2 3
4
5