I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+1.51%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$212M
AUM Growth
+$7.38M
(+3.6%)
Cap. Flow
+$5.58M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
60.35%
Holding
138
New
28
Increased
26
Reduced
35
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$35.6M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.92M |
| 3 |
SWIR
Sierra Wireless
SWIR
|
$1.45M |
| 4 |
Ecolab
ECL
|
$984K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$935K |
Sector Composition
| 1 | Financials | 6.16% |
| 2 | Energy | 5.1% |
| 3 | Industrials | 4.34% |
| 4 | Technology | 3.93% |
| 5 | Consumer Staples | 3.47% |