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

Top Buys

1
+$13M
2
+$3.71M
3
+$803K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$721K
5
MBB icon
iShares MBS ETF
MBB
+$719K

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
– –
-8,800
80
– –
-3,900
81
– –
-1,571
82
– –
-5,768
83
– –
-1,100
84
– –
-8,973
1 2 3
4