INSIGHT 2811, INC. Information

755 W. BIG BEAVER, TROY, Michigan, 48084, (248) 687-7200

Report Date: 12/31/2014

Position Statistics

Total Positions 125
New Positions 13
Increased Positions 30
Decreased Positions 74
Positions with Activity 104
Sold Out Positions 15
Total Mkt Value (in $ millions) 206

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.79%
Capital Goods 2.64%
Conglomerates
Consumer Cyclical 0.26%
Consumer/Non-Cyclical 4.6%
Energy 2.76%
Financial 70.69%
Healthcare 2.59%
Services 5.3%
Technology 4.14%
Transportation 0.24%
Utilities 4.99%

125 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 35,929 4,625 14.78 448,326
ISHARES TR RUS MD CP GR ETF 29,684 -1,620 (5.17) 304,237
ISHARES TR RUS 1000 GRW ETF 29,213 -1,596 (5.18) 296,040
ISHARES TR 20+ YR TR BD ETF 8,246 8,246 New 62,917
BERKSHIRE HATHAWAY INC DEL CL A 6,293 -27,125 (81.17) 29
PROSHARES TR PSHS SHRT S&P500 4,200 4,200 New 195,000
ISHARES TR RUS MDCP VAL ETF 4,013 -182 (4.34) 53,771
ISHARES TR RUS 1000 VAL ETF 3,839 -174 (4.35) 37,453
KINDER MORGAN INC DEL COM 3,742 -15 (0.4) 90,675
PROSHARES TR RAFI LG SHT FD 3,539 -23 (0.66) 87,593
SPECTRA ENERGY CORP COM 2,966 New 82,285
ISHARES TR U.S. REAL ES ETF 2,838 2,838 New 35,916
SELECT SECTOR SPDR TR SBI INT-UTILS 2,631 2,631 New 59,959
ARCH CAP GROUP LTD ORD 2,234 -38 (1.69) 36,126
ECOLAB INC COM 2,044 -22 (1.05) 17,892
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,989 New 25,300
FORTUNE BRANDS HOME & SEC INC COM 1,680 New 37,926
BJS RESTAURANTS INC COM 1,538 New 30,200
WAL-MART STORES INC COM 1,500 146 10.82 18,437
APPLE INC COM 1,498 -309 (17.11) 12,158