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
151
$48K 0.03%
+1,200
152
$47K 0.03%
+7,202
153
$40K 0.02%
+1,600
154
$39K 0.02%
+800
155
$39K 0.02%
+1,125
156
$35K 0.02%
+1,000
157
$33K 0.02%
+600
158
$31K 0.02%
+165
159
$30K 0.02%
+350
160
$28K 0.02%
+700
161
$28K 0.02%
+400
162
$25K 0.01%
+350
163
$24K 0.01%
+680
164
$23K 0.01%
+400
165
$21K 0.01%
+500
166
$21K 0.01%
+794
167
$20K 0.01%
+1,000
168
$19K 0.01%
+600
169
$19K 0.01%
+800
170
$18K 0.01%
+1,200
171
$17K 0.01%
+600
172
$17K 0.01%
+300
173
$17K 0.01%
+200
174
$16K 0.01%
+248
175
$16K 0.01%
+250
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