I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+0.05%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$193M
AUM Growth
+$193M
(-1%)
Cap. Flow
-$1.1M
Cap. Flow
% of AUM
-0.57%
Top 10 Holdings %
Top 10 Hldgs %
75.78%
Holding
89
New
6
Increased
17
Reduced
37
Closed
3
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$808K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$681K |
| 4 |
NVIDIA
NVDA
|
$366K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$279K |
Top Sells
Sector Composition
| 1 | Technology | 4.38% |
| 2 | Financials | 2.82% |
| 3 | Healthcare | 1.75% |
| 4 | Communication Services | 1.43% |
| 5 | Industrials | 1.32% |
