I2I

Insight 2811 Inc Portfolio holdings

AUM $224M
1-Year Est. Return 6.16%
This Quarter Est. Return
1 Year Est. Return
+6.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$20.7M
3
+$20.2M
4
AGLS
AdvisorShares Accuvest Global Long Short ETF (MD)
AGLS
+$7.38M
5
PLD icon
Prologis
PLD
+$3.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.94%
2 Energy 6.82%
3 Technology 6.65%
4 Industrials 5.75%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.15%
+3,349
102
$276K 0.15%
+3,796
103
$274K 0.15%
+125,000
104
$243K 0.13%
+9,786
105
$238K 0.13%
+10,000
106
$228K 0.13%
+2,300
107
$221K 0.12%
+5,000
108
$212K 0.12%
+24,000
109
$199K 0.11%
+5,700
110
$175K 0.1%
+5,700
111
$143K 0.08%
+893
112
$140K 0.08%
+6,439
113
$136K 0.07%
+900
114
$129K 0.07%
+8,350
115
$128K 0.07%
+1,151
116
$116K 0.06%
+1,840
117
$106K 0.06%
+2,000
118
$106K 0.06%
+2,460
119
$104K 0.06%
+1,810
120
$103K 0.06%
+1,417
121
$101K 0.06%
+8,130
122
$98K 0.05%
+1,165
123
$90K 0.05%
+7,000
124
$89K 0.05%
+1,035
125
$88K 0.05%
+1,420
3 4
5
6 7