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
$195M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.46M
3 +$1.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$350K

Top Sells

1 +$587K
2 +$326K
3 +$88.7K
4
MSFT icon
Microsoft
MSFT
+$78.7K
5
AAPL icon
Apple
AAPL
+$74.1K

Sector Composition

1 Technology 4.12%
2 Financials 2.64%
3 Healthcare 1.96%
4 Industrials 1.69%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$222K 0.11%
5,900
-74
77
$219K 0.11%
3,878
-920
78
$215K 0.11%
10,000
79
$212K 0.11%
+2,858
80
$207K 0.11%
8,661
-13,620
81
$205K 0.11%
+428
82
$201K 0.1%
4,895
83
$163K 0.08%
10,108