INSIGHT 2811, INC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 123
New Positions 32
Increased Positions 65
Decreased Positions 47
Positions with Activity 112
Sold Out Positions 10
Total Mkt Value (in $ millions) 239

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

Sector Weighting

Basic Materials 1.47%
Capital Goods 2.97%
Conglomerates
Consumer Cyclical 0.47%
Consumer/Non-Cyclical 4.31%
Energy 6.29%
Financial 66.76%
Healthcare 3.26%
Services 5.19%
Technology 4.32%
Transportation 0.32%
Utilities 4.4%

123 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 29,645 193 .65 154
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 29,033 1,398 5.06 361,913
ISHARES RUS MD CP GR ETF 27,314 1,720 6.72 308,808
ISHARES RUS 1000 GRW ETF 26,736 1,185 4.64 294,614
SPDR INDEX SHS FDS S&P WRLD EX US 10,064 718 7.68 337,159
SEADRILL LIMITED SHS 5,165 4,609 828.58 135,573
PROLOGIS INC COM 4,287 71 1.69 103,973
OMEGA HEALTHCARE INVS INC COM 3,904 83 2.17 104,222
ISHARES RUS MDCP VAL ETF 3,874 273 7.57 53,982
ISHARES RUS 1000 VAL ETF 3,711 185 5.26 36,808
PROSHARES TR RAFI LG SHT FD 3,612 3,612 New 85,060
SPECTRA ENERGY CORP COM 3,510 New 82,285
EATON VANCE TXMGD GL BUYWR OPP COM 3,447 104 3.11 268,458
GLAXOSMITHKLINE PLC SPONSORED ADR 3,227 3,227 New 59,321
POWERSHARES ETF TRUST GBL LSTD PVT EQT 3,149 3,149 New 260,471
BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 2,948 2,948 New 134,222
JPMORGAN CHASE & CO ALERIAN ML ETN 2,915 61 2.14 56,740
ARCH CAP GROUP LTD ORD 2,416 -10 (0.4) 42,413
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 2,114 New 25,300
ECOLAB INC COM 2,093 80 3.98 19,024


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