I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+4.85%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$260M
AUM Growth
+$260M
(+2.1%)
Cap. Flow
-$5.92M
Cap. Flow
% of AUM
-2.28%
Top 10 Holdings %
Top 10 Hldgs %
65.63%
Holding
123
New
11
Increased
11
Reduced
59
Closed
8
Top Buys
| 1 |
WisdomTree International MidCap Dividend Fund
DIM
|
$2.19M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$1.63M |
| 3 |
Alerian MLP ETF
AMLP
|
$1.55M |
| 4 |
iShares US Real Estate ETF
IYR
|
$1.54M |
| 5 |
Vanguard Energy ETF
VDE
|
$1.51M |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.33M |
| 2 |
ProShares Short S&P500
SH
|
$2.02M |
| 3 |
Liberty Media Series C
FWONK
|
$1.01M |
| 4 |
Invesco DB Base Metals Fund
DBB
|
$988K |
| 5 |
B
Barrick Mining Corporation
B
|
$910K |
Sector Composition
| 1 | Consumer Discretionary | 37.35% |
| 2 | Financials | 5.47% |
| 3 | Industrials | 4.48% |
| 4 | Technology | 3.99% |
| 5 | Energy | 3.64% |
