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
$139M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$805K
3 +$686K
4
PFE icon
Pfizer
PFE
+$409K
5
BEN icon
Franklin Resources
BEN
+$361K

Top Sells

1 +$12.7M
2 +$1.03M
3 +$397K
4
XYL icon
Xylem
XYL
+$302K
5
EMR icon
Emerson Electric
EMR
+$233K

Sector Composition

1 Industrials 5.18%
2 Consumer Staples 4.84%
3 Technology 4.66%
4 Healthcare 3.82%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.14%
2,682
-600
77
$192K 0.14%
+11,615
78
$164K 0.12%
5,770
79
$83K 0.06%
+12,014
80
-2,300
81
-132,511
82
-4,425