I2I

Insight 2811 Inc Portfolio holdings

AUM $226M
1-Year Est. Return 10.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$2.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.9M
3
+$710K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$481K
5
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$220K

Top Sells

1
+$1.08M
2
+$858K
3
+$534K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$401K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$278K

Sector Composition

1 Technology 3.8%
2 Financials 3.31%
3 Healthcare 1.57%
4 Industrials 1.45%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.12%
4,145
77
$239K 0.12%
9,401
78
$239K 0.12%
714
+57
79
$238K 0.12%
6,446
-200
80
$231K 0.12%
5,961
81
$225K 0.11%
10,000
82
$222K 0.11%
434
83
$221K 0.11%
+58
84
$213K 0.11%
2,858
85
$211K 0.11%
+2,295
86
$207K 0.11%
+6,131
87
– –
-5,683
88
– –
-12,491
89
– –
-6,613
90
– –
-1,410
91
– –
-1,100
1 2 3
4