I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
1-Year Return
6.4%
This Quarter Return
+2.27%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$182M
AUM Growth
–
Cap. Flow
+$182M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.55%
Holding
203
New
203
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$25.8M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$20.7M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$20.2M |
| 4 |
AGLS
ADVISORSHARES TRUST ACCUVEST GLOBAL LONG SHORT ETF (MD)
AGLS
|
$7.38M |
| 5 |
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% |
