I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+2.6%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$161M
AUM Growth
+$161M
(-38%)
Cap. Flow
-$103M
Cap. Flow
% of AUM
-64.05%
Top 10 Holdings %
Top 10 Hldgs %
61.69%
Holding
117
New
2
Increased
11
Reduced
59
Closed
29
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$13.2M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$2.13M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.97M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$1.92M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$1.68M |
Top Sells
| 1 |
BJ's Restaurants
BJRI
|
$94.3M |
| 2 |
WisdomTree International MidCap Dividend Fund
DIM
|
$2.93M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$1.63M |
| 4 |
iShares US Real Estate ETF
IYR
|
$1.54M |
| 5 |
Vanguard Energy ETF
VDE
|
$1.51M |
Sector Composition
| 1 | Financials | 8.23% |
| 2 | Industrials | 5.89% |
| 3 | Technology | 5.66% |
| 4 | Energy | 5.41% |
| 5 | Consumer Staples | 3.55% |
