I2I
Insight 2811 Inc Portfolio holdings
AUM
$211M
This Quarter Return
+3.29%
1 Year Return
+6.4%
3 Year Return
+20.36%
5 Year Return
+28.95%
10 Year Return
+74.29%
AUM
$195M
AUM Growth
+$195M
(+6.3%)
Cap. Flow
+$6.49M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
75.39%
Holding
83
New
5
Increased
29
Reduced
28
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.55M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.46M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.42M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
$350K |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$587K |
| 2 |
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
|
$326K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$88.7K |
| 4 |
Microsoft
MSFT
|
$78.7K |
| 5 |
Apple
AAPL
|
$74.1K |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Financials | 2.64% |
| 3 | Healthcare | 1.96% |
| 4 | Industrials | 1.69% |
| 5 | Consumer Staples | 1.3% |
