I2I

Insight 2811 Inc Portfolio holdings

AUM $226M
1-Year Est. Return 10.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$4.25M
3
+$1.65M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.52M
5
GLRE icon
Greenlight Captial
GLRE
+$1.38M

Top Sells

1
+$4.18M
2
+$3.51M
3
+$3.39M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.28M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.72M

Sector Composition

1 Financials 7.8%
2 Energy 5.26%
3 Industrials 4.98%
4 Technology 4.36%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$230K 0.11%
5,875
102
$210K 0.1%
2,705
103
$75K 0.04%
10,350
104
$61K 0.03%
12,860
105
$59K 0.03%
21,838
+4,431
106
$49K 0.02%
16,326
+940
107
– –
-86,600
108
– –
-30,200
109
– –
-8,006
110
– –
-38,603
111
– –
-34,253
112
– –
-21,059
113
– –
-64,290
114
– –
-19,507
115
– –
-24,375
116
– –
-2,600
117
– –
-217,947
118
– –
-114,402
119
– –
-7,853
120
– –
-12,523
1 2 3 4
5