I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
-2.6%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$169M
AUM Growth
+$169M
(-4.4%)
Cap. Flow
-$592K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
75.56%
Holding
97
New
16
Increased
29
Reduced
34
Closed
7
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$4.49M |
| 2 |
Newmont
NEM
|
$830K |
| 3 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
$565K |
| 4 |
Cardinal Health
CAH
|
$544K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$526K |
Top Sells
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$4.88M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.13M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.04M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$839K |
| 5 |
Pfizer
PFE
|
$701K |
Sector Composition
| 1 | Technology | 3.73% |
| 2 | Healthcare | 2.58% |
| 3 | Industrials | 1.99% |
| 4 | Financials | 1.77% |
| 5 | Materials | 1.59% |
