I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+4.46%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$205M
AUM Growth
+$205M
(-12%)
Cap. Flow
-$34.6M
Cap. Flow
% of AUM
-16.89%
Top 10 Holdings %
Top 10 Hldgs %
61.73%
Holding
126
New
13
Increased
18
Reduced
58
Closed
16
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.92M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.6M |
| 3 |
ProShares Short S&P500
SH
|
$4.25M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$2.83M |
| 5 |
iShares US Real Estate ETF
IYR
|
$2.76M |
Top Sells
Sector Composition
| 1 | Financials | 5.53% |
| 2 | Energy | 5.43% |
| 3 | Technology | 4.66% |
| 4 | Consumer Staples | 4.46% |
| 5 | Industrials | 4.3% |
