I2I
Insight 2811 Inc Portfolio holdings
AUM
$230M
1-Year Est. Return
8.89%
This Fund
S&P 500
1 Year Est. Return
+8.89%
AUM
$230M
AUM Growth
+$3.56M
(+1.6%)
Holding
103
Top Buys
| 1 | +$1.63M | |
| 2 | +$1.31M | |
| 3 | +$890K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$653K |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$371K |
Top Sells
| 1 | +$315K | |
| 2 | +$288K | |
| 3 | +$235K | |
| 4 |
Bank of America
BAC
|
+$204K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$133K |
Sector Composition
| 1 | Technology | 3.94% |
| 2 | Financials | 3.65% |
| 3 | Healthcare | 1.68% |
| 4 | Communication Services | 1.56% |
| 5 | Industrials | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Pfizer
PFE
$146B
| – | – |
-12,632
|
|
||
102
State Street Technology Select Sector SPDR ETF
XLK
$127B
| – | – |
0
|
|
||
103
JPMorgan Equity Premium Income ETF
JEPI
$44B
| – | – |
-4,105
|
|