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
$205M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$4.6M
3 +$4.25M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.83M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.76M

Sector Composition

1 Financials 5.53%
2 Energy 5.43%
3 Technology 4.66%
4 Consumer Staples 4.46%
5 Industrials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,550