I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
-4.28%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$172M
AUM Growth
+$172M
(-18%)
Cap. Flow
-$24.1M
Cap. Flow
% of AUM
-14.04%
Top 10 Holdings %
Top 10 Hldgs %
59.56%
Holding
116
New
10
Increased
28
Reduced
47
Closed
14
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$41M |
| 2 |
Elevance Health
ELV
|
$1.09M |
| 3 |
Alibaba
BABA
|
$973K |
| 4 |
Unum
UNM
|
$741K |
| 5 |
Travelers Companies
TRV
|
$667K |
Top Sells
Sector Composition
| 1 | Financials | 10.14% |
| 2 | Energy | 5.62% |
| 3 | Industrials | 5.37% |
| 4 | Technology | 4.62% |
| 5 | Consumer Staples | 4.31% |
