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
$169M
AUM Growth
-$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$819K
2
+$407K
3
+$290K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$261K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$230K

Top Sells

1
+$2.22M
2
+$1.47M
3
+$740K
4
MBB icon
iShares MBS ETF
MBB
+$643K
5
AAPL icon
Apple
AAPL
+$470K

Sector Composition

1 Technology 3.05%
2 Financials 2.21%
3 Industrials 2.2%
4 Healthcare 1.72%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$153K 0.09%
11,180
-19,780
77
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78
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79
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0
80
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-701
81
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82
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83
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84
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-3,559
85
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-5,815
86
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-6,543
87
– –
-2,000
1 2 3
4