I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
-3.02%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$194M
AUM Growth
+$194M
(-3.4%)
Cap. Flow
-$579K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
73.51%
Holding
94
New
5
Increased
23
Reduced
43
Closed
6
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.56M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.75M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$1.48M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.45M |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$955K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.24M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.13M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$622K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$246K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$239K |
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Financials | 3.09% |
| 3 | Industrials | 1.56% |
| 4 | Healthcare | 1.55% |
| 5 | Communication Services | 1.46% |
