I2I

Insight 2811 Inc Portfolio holdings

AUM $224M
1-Year Est. Return 6.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$3.07M
3
+$932K
4
DNR
Denbury Resources, Inc.
DNR
+$791K
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$779K

Top Sells

1
+$3.21M
2
+$2.96M
3
+$2.07M
4
DASTY
DASSAULT SYSTEMES SA ADR
DASTY
+$1.23M
5
CERN
Cerner Corp
CERN
+$948K

Sector Composition

1 Financials 14.38%
2 Energy 5.5%
3 Industrials 4.75%
4 Consumer Staples 4.4%
5 Technology 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
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5 6 7
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