I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+2.68%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$162M
AUM Growth
+$162M
(-0.12%)
Cap. Flow
-$3.77M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
73.97%
Holding
97
New
2
Increased
7
Reduced
58
Closed
5
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.22M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$298K |
| 3 |
Meta Platforms (Facebook)
META
|
$251K |
| 4 |
ProShares Short S&P500
SH
|
$191K |
| 5 |
SPDR Gold Trust
GLD
|
$89.2K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.36M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.12M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$395K |
| 4 |
American Water Works
AWK
|
$342K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$314K |
Sector Composition
| 1 | Technology | 4.2% |
| 2 | Healthcare | 2.66% |
| 3 | Financials | 2.47% |
| 4 | Consumer Staples | 1.78% |
| 5 | Industrials | 1.75% |
