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
$131M
AUM Growth
+$427K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Sells

1 +$14.1M
2 +$3.53M
3 +$372K
4
MBLY
Mobileye N.V.
MBLY
+$354K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$282K

Sector Composition

1 Consumer Staples 5.41%
2 Industrials 4.93%
3 Technology 4.26%
4 Healthcare 3.76%
5 Financials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$173K 0.13%
5,770
77
$162K 0.12%
+12,648
78
$148K 0.11%
12,555
-968
79
-1,100
80
-8,973
81
-8,800
82
-3,900
83
-1,571
84
-5,768