I2I

Insight 2811 Inc Portfolio holdings

AUM $211M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
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 +$6.24M
2 +$419K
3 +$381K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$241K
5
GS icon
Goldman Sachs
GS
+$233K

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
-7,122
77
-14,078
78
-6,280
79
-6,602
80
-6,662