Insight 2811, Inc. Portfolio Holdings

Insight 2811, Inc.

$191 Million
Q2 2024

Insight 2811, Inc. has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $191 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $46.4M, Ishares Barclays 1 3 Year Trea with a value of $37.8M, Ishares Russell 1000 Val ETF with a value of $11.6M, Ishares Core U.S. Aggregate Bo with a value of $10.4M, and Ishares Core S&P 500 ETF with a value of $9.87M.

Examining the 13F form we can see an decrease of $8.41M in the current position value, from $200M to 191M.

Insight 2811, Inc. is based out at Chicago, IL

Below you can find more details about Insight 2811, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Million

ETFs: $163 Million

Technology: $8.44 Million

Financial Services: $5.42 Million

Healthcare: $3.37 Million

Communication Services: $2.75 Million

Industrials: $2.53 Million

Consumer Defensive: $2.38 Million

Basic Materials: $1.88 Million

Other: $1.44 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 86
Current Value $191 Million
Prior Value $200 Million
Filing
Period Q2 2024
Filing Date August 06, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 6 stocks
Additional Purchases 17 stocks
Sold out of 0 stocks
Reduced holdings in 37 stocks

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