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INSIGHT 2811, INC.

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CHICAGO IL Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Insight 2811 is based out of Chicago. Insight 2811 is a large advisory firm with 325 clients and discretionary assets under management (AUM) of $260,999,815 (Form ADV from 2023-11-24). Their last reported 13F filing for Q4 2023 included $183,425,544 in managed 13F securities and a top 10 holdings concentration of 76.02%. Insight 2811's largest holding is VANGUARD SHORT-TERM TREASURY INDEX FUND-ETF Shares with shares held of 784,207. Whalewisdom has at least 96 13F filings, and 2 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $183m, Prior: $176m
New Purchases 4 stocks
Added To 6 stocks
Sold out of 6 stocks
Reduced holdings in 58 stocks
Top 10 Holdings % 76.02%
Turnover %[1] 12.66%
Turnover Alt %[2] 5.85%
Time Held Top 20 19.05 quarters
Time Held Top 10 12.3 quarters
Time Held All 19.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance