I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+4.96%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$201M
AUM Growth
+$201M
(+4.3%)
Cap. Flow
+$317K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
74.09%
Holding
91
New
5
Increased
15
Reduced
32
Closed
2
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$13.6M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.76M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.91M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$460K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$260K |
Top Sells
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Financials | 3% |
| 3 | Industrials | 1.73% |
| 4 | Healthcare | 1.68% |
| 5 | Communication Services | 1.37% |
