I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+3%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$152M
AUM Growth
+$152M
(+7.8%)
Cap. Flow
+$7.12M
Cap. Flow
% of AUM
4.68%
Top 10 Holdings %
Top 10 Hldgs %
70.97%
Holding
95
New
13
Increased
22
Reduced
49
Closed
3
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.8M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.71M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$671K |
| 4 |
AT&T
T
|
$373K |
| 5 |
PARA
Paramount Global Class B
PARA
|
$349K |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$633K |
| 2 |
Skyworks Solutions
SWKS
|
$532K |
| 3 |
Target
TGT
|
$411K |
| 4 |
VIAB
Viacom Inc. Class B
VIAB
|
$363K |
| 5 |
Applied Materials
AMAT
|
$232K |
Sector Composition
| 1 | Technology | 7.47% |
| 2 | Financials | 3.3% |
| 3 | Communication Services | 2.87% |
| 4 | Industrials | 2.83% |
| 5 | Consumer Staples | 2.47% |
