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Insight 2811 Inc Portfolio holdings

AUM $230M
1-Year Est. Return 8.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$1.2M
3
+$1.17M
4
UNM icon
Unum
UNM
+$796K
5
TRV icon
Travelers Companies
TRV
+$685K

Top Sells

1
+$19M
2
+$18.6M
3
+$17.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.8M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.17M

Sector Composition

1 Financials 10.14%
2 Energy 5.62%
3 Industrials 5.37%
4 Technology 4.62%
5 Consumer Staples 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49K 0.03%
28,759
+12,433
102
$26K 0.02%
12,860
103
– –
-8,905
104
– –
-8,968
105
– –
-20,579
106
– –
-3,090
107
– –
-5,917
108
– –
-24,452
109
– –
-8,423
110
– –
-4,734
111
– –
-10,350
112
– –
-25,836
113
– –
-14,653
114
– –
-10,199
115
– –
-185,421
116
– –
-12,795
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5