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Home > Institutional Investor > Insight 2811, Inc. > Profile

Instuitional Investor - Insight 2811, Inc.

Fund Profile
Filing Period:
Fund Name: Insight 2811, Inc.
Portfolio Value $194,232,624
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 750,439 $43,660,554 22.47%
2.
Ishares Trust
 IEF 256,336 $22,385,823 11.52%
3.
Ishares Trust
 IEF 217,823 $17,857,130 9.19%
4.
Ishares Trust
 IEF 144,112 $13,964,497 7.18%
5.
Ishares Trust
 IEF 21,297 $12,537,666 6.45%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)