I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
1-Year Est. Return
6.4%
1 Year Est. Return
+6.4%
AUM
$197M
AUM Growth
+$2.97M
(+1.5%)
Holding
91
Top Buys
| 1 | +$2.19M | |
| 2 | +$1.81M | |
| 3 | +$726K | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$463K |
| 5 |
AutoZone
AZO
|
+$221K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$863K | |
| 3 | +$528K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$403K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$281K |
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
iShares Gold Trust
IAU
$64.3B
| $244K | 0.12% |
4,145
|
|
||
77
Mueller Water Products
MWA
$3.95B
| $239K | 0.12% |
9,401
|
|
||
78
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
| $239K | 0.12% |
714
+57
|
|
||
79
Comcast
CMCSA
$109B
| $238K | 0.12% |
6,446
-200
|
|
||
80
TrueShares Structured Outcome November ETF
NOVZ
$2.43B
| $231K | 0.12% |
5,961
|
|
||
81
Associated Banc-Corp
ASB
$4.04B
| $225K | 0.11% |
10,000
|
|
||
82
Northrop Grumman
NOC
$85.1B
| $222K | 0.11% |
434
|
|
||
|
83
AutoZone
AZO
$67.2B
| $221K | 0.11% |
+58
|
|
||
84
Fidelity National Information Services
FIS
$34.9B
| $213K | 0.11% |
2,858
|
|
||
85
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.06B
| $211K | 0.11% |
+2,295
|
|
||
86
BP
BP
$85B
| $207K | 0.11% |
+6,131
|
|
||
87
TrueShares Structured Outcome December ETF
DECZ
$65.5M
| – | – |
-5,683
|
|
||
88
Expedia Group
EXPE
$26.6B
| – | – |
-1,100
|
|
||
89
TrueShares Structured Outcome February ETF
FEBZ
$12.6M
| – | – |
-6,613
|
|
||
90
iShares US Technology ETF
IYW
$22.1B
| – | – |
-1,410
|
|
||
91
Portillo's
PTLO
$424M
| – | – |
-12,491
|
|