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
$171M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$426K
3
+$369K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$241K
5
GS icon
Goldman Sachs
GS
+$222K

Top Sells

1
+$5.33M
2
+$404K
3
+$393K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$253K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$239K

Sector Composition

1 Technology 4.08%
2 Industrials 2.76%
3 Financials 2.54%
4 Healthcare 1.67%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,167
77
– –
-7,122
78
– –
-14,078
79
– –
-6,602
80
– –
-6,662
1 2 3
4