I2I
Insight 2811 Inc Portfolio holdings
AUM
$226M
1-Year Est. Return
10.71%
This Fund
S&P 500
1 Year Est. Return
+10.71%
AUM
$226M
AUM Growth
+$2.07M
(+0.92%)
Holding
103
Top Buys
| 1 | +$1.35M | |
| 2 | +$766K | |
| 3 | +$513K | |
| 4 |
Manulife Financial
MFC
|
+$222K |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$218K |
Top Sells
| 1 | +$680K | |
| 2 | +$520K | |
| 3 | +$382K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$374K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$361K |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Financials | 3.93% |
| 3 | Healthcare | 1.7% |
| 4 | Communication Services | 1.64% |
| 5 | Industrials | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
TrueShares Structured Outcome November ETF
NOVZ
$2.41B
| – | – |
-5,131
|
|
||
102
Roblox
RBLX
$47.8B
| – | – |
-2,170
|
|
||
103
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
| – | – |
0
|
|