I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+2.76%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$139M
AUM Growth
+$139M
(+6.3%)
Cap. Flow
+$3.77M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
69.27%
Holding
95
New
8
Increased
29
Reduced
43
Closed
8
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.45M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02M |
| 3 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$734K |
| 4 |
C.H. Robinson
CHRW
|
$400K |
| 5 |
Pure Storage
PSTG
|
$388K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$543K |
| 2 |
IBM
IBM
|
$437K |
| 3 |
Chevron
CVX
|
$315K |
| 4 |
Fidelity National Information Services
FIS
|
$313K |
| 5 |
Deutsche Bank
DB
|
$265K |
Sector Composition
| 1 | Technology | 6.21% |
| 2 | Financials | 4.34% |
| 3 | Consumer Staples | 3.28% |
| 4 | Industrials | 3.13% |
| 5 | Healthcare | 2.98% |
