I2I

Insight 2811 Inc Portfolio holdings

AUM $226M
1-Year Est. Return 10.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$11.5M
3
+$951K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$844K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$573K

Top Sells

1
+$17.2M
2
+$1.41M
3
+$814K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$719K
5
VZ icon
Verizon
VZ
+$671K

Sector Composition

1 Technology 5.16%
2 Financials 2.46%
3 Healthcare 2.13%
4 Industrials 1.78%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
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