I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+1.04%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$197M
AUM Growth
+$197M
(+1.5%)
Cap. Flow
+$1.66M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
74.24%
Holding
91
New
3
Increased
22
Reduced
40
Closed
5
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.19M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.81M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$726K |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$463K |
| 5 |
AutoZone
AZO
|
$221K |
Top Sells
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Financials | 3.31% |
| 3 | Healthcare | 1.57% |
| 4 | Industrials | 1.45% |
| 5 | Communication Services | 1.33% |
