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
$148M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$1.46M
3
+$1.17M
4
EBAY icon
eBay
EBAY
+$806K
5
VZ icon
Verizon
VZ
+$710K

Top Sells

1
+$7.91M
2
+$2.13M
3
+$859K
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$668K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$593K

Sector Composition

1 Technology 5.73%
2 Industrials 4.53%
3 Consumer Staples 4.43%
4 Healthcare 4.33%
5 Financials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.19%
14,322
-1,452
77
$259K 0.17%
1,573
+26
78
$239K 0.16%
3,960
79
$223K 0.15%
3,060
-300
80
$214K 0.14%
1,612
81
$206K 0.14%
+8,074
82
$202K 0.14%
+10,053
83
$200K 0.14%
+2,000
84
$177K 0.12%
14,844
+1,087
85
$143K 0.1%
5,770
86
$70K 0.05%
12,706
+2,056
87
– –
-5,176
88
– –
-4,098
89
– –
-6,932
1 2 3
4