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
$136M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$1.4M
3 +$764K
4
TAP icon
Molson Coors Class B
TAP
+$681K
5
MWA icon
Mueller Water Products
MWA
+$464K

Sector Composition

1 Industrials 5.79%
2 Consumer Staples 4.89%
3 Technology 4.63%
4 Healthcare 3.54%
5 Financials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-22,630
77
-15,850
78
-12,945