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
$135M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$938K
3
+$603K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$570K
5
WSM icon
Williams-Sonoma
WSM
+$252K

Top Sells

1
+$840K
2
+$820K
3
+$719K
4
MDLZ icon
Mondelez International
MDLZ
+$622K
5
POT
Potash Corp Of Saskatchewan
POT
+$411K

Sector Composition

1 Industrials 5.34%
2 Consumer Staples 4.65%
3 Technology 4.19%
4 Healthcare 3.69%
5 Financials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,272
77
– –
-10,532
78
– –
-6,732
79
– –
-14,398
80
– –
-8,493
81
– –
-25,870
82
– –
-25,192
1 2 3
4