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
$162M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$2.86M
3 +$1.24M
4
DIVZ icon
Opal Dividend Income ETF
DIVZ
+$822K
5
MSFT icon
Microsoft
MSFT
+$446K

Top Sells

1 +$7.62M
2 +$7.49M
3 +$657K
4
ZBH icon
Zimmer Biomet
ZBH
+$355K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$343K

Sector Composition

1 Technology 3.59%
2 Healthcare 3.12%
3 Financials 2.54%
4 Industrials 1.91%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,000
102
-3,400