I2I

Insight 2811 Inc Portfolio holdings

AUM $211M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$2.13M
3
+$1.97M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.92M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.68M

Top Sells

1
+$94.3M
2
+$2.93M
3
+$1.63M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.54M
5
VDE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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102
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108
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112
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116
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-5,930
117
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-8,779
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