I2I

Insight 2811 Inc Portfolio holdings

AUM $224M
1-Year Est. Return 6.16%
This Quarter Est. Return
1 Year Est. Return
+6.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$20.7M
3
+$20.2M
4
AGLS
AdvisorShares Accuvest Global Long Short ETF (MD)
AGLS
+$7.38M
5
PLD icon
Prologis
PLD
+$3.97M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.94%
2 Energy 6.82%
3 Technology 6.65%
4 Industrials 5.75%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$85K 0.05%
+1,900
127
$85K 0.05%
+1,750
128
$85K 0.05%
+1,536
129
$82K 0.05%
+1,081
130
$79K 0.04%
+3,920
131
$76K 0.04%
+887
132
$76K 0.04%
+4,736
133
$75K 0.04%
+910
134
$70K 0.04%
+1,096
135
$70K 0.04%
+2,800
136
$70K 0.04%
+2,280
137
$68K 0.04%
+359
138
$68K 0.04%
+2,127
139
$68K 0.04%
+783
140
$67K 0.04%
+647
141
$66K 0.04%
+1,905
142
$66K 0.04%
+1,850
143
$64K 0.04%
+4,397
144
$64K 0.04%
+3,210
145
$64K 0.04%
+1,345
146
$59K 0.03%
+895
147
$58K 0.03%
+4,195
148
$58K 0.03%
+1,274
149
$55K 0.03%
+1,075
150
$54K 0.03%
+930
4 5
6
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