I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
-3.17%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$148M
AUM Growth
+$148M
(-3.3%)
Cap. Flow
+$600K
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
77.92%
Holding
87
New
4
Increased
43
Reduced
18
Closed
5
Top Buys
| 1 |
Mondelez International
MDLZ
|
$638K |
| 2 |
Danaher
DHR
|
$620K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$382K |
| 4 |
ProShares UltraShort Bloomberg Crude Oil
SCO
|
$255K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$235K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.12M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$336K |
| 3 |
Invesco DB Oil Fund
DBO
|
$326K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$249K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$242K |
Sector Composition
| 1 | Technology | 3.48% |
| 2 | Healthcare | 3.23% |
| 3 | Financials | 2.09% |
| 4 | Industrials | 1.6% |
| 5 | Consumer Staples | 1.4% |
