I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+4.49%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$148M
AUM Growth
+$148M
(+2.6%)
Cap. Flow
-$1.67M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
65.92%
Holding
89
New
9
Increased
31
Reduced
36
Closed
3
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$2.98M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.46M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$1.17M |
| 4 |
eBay
EBAY
|
$806K |
| 5 |
Verizon
VZ
|
$710K |
Top Sells
Sector Composition
| 1 | Technology | 5.73% |
| 2 | Industrials | 4.53% |
| 3 | Consumer Staples | 4.43% |
| 4 | Healthcare | 4.33% |
| 5 | Financials | 3.77% |
