I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+3.45%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$211M
AUM Growth
+$211M
(+7.2%)
Cap. Flow
+$9.4M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
74.69%
Holding
93
New
7
Increased
30
Reduced
34
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.03M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.82M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.38M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$1.07M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$874K |
Top Sells
Sector Composition
| 1 | Technology | 4.34% |
| 2 | Financials | 3.02% |
| 3 | Communication Services | 1.37% |
| 4 | Healthcare | 1.33% |
| 5 | Industrials | 1.3% |
