I2I

Insight 2811 Inc Portfolio holdings

AUM $211M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$9.19M
2 +$3.15M
3 +$1.67M
4
SWIR
Sierra Wireless
SWIR
+$1.52M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.35M

Sector Composition

1 Financials 15.09%
2 Consumer Staples 5.13%
3 Technology 5%
4 Industrials 4.86%
5 Energy 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-60,000
102
-52,295