I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+1.59%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$141M
AUM Growth
+$141M
(+1.7%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
71.5%
Holding
91
New
4
Increased
20
Reduced
52
Closed
9
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.27M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02M |
| 3 |
Electronic Arts
EA
|
$792K |
| 4 |
Intel
INTC
|
$724K |
| 5 |
Skyworks Solutions
SWKS
|
$587K |
Top Sells
| 1 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$734K |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$396K |
| 3 |
Baidu
BIDU
|
$333K |
| 4 |
Kimberly-Clark
KMB
|
$291K |
| 5 |
Invesco Global Listed Private Equity ETF
PSP
|
$267K |
Sector Composition
| 1 | Technology | 7.07% |
| 2 | Financials | 3.37% |
| 3 | Industrials | 3.2% |
| 4 | Consumer Staples | 2.98% |
| 5 | Communication Services | 2.67% |
