INSIGHT 2811, INC. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 119
New Positions 7
Increased Positions 37
Decreased Positions 55
Positions with Activity 92
Sold Out Positions 7
Total Mkt Value (in $ millions) 228

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

Sector Weighting

Basic Materials 1.07%
Capital Goods 2.05%
Conglomerates
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 4.28%
Energy 3.38%
Financial 72.85%
Healthcare 2.13%
Services 4.18%
Technology 4.67%
Transportation 0.62%
Utilities 4.38%

119 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 33,643 New 154
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 31,175 1,874 6.40 390,610
ISHARES TR RUS 1000 GRW ETF 28,745 611 2.17 312,210
ISHARES TR RUS MD CP GR ETF 28,667 611 2.18 320,837
SPDR INDEX SHS FDS S&P WRLD EX US 9,410 212 2.30 351,390
ISHARES TR RUS MDCP VAL ETF 3,982 90 2.32 56,208
ISHARES TR RUS 1000 VAL ETF 3,926 89 2.32 39,155
PROSHARES TR RAFI LG SHT FD 3,711 131 3.66 88,173
KINDER MORGAN INC DEL COM 3,466 145 4.38 91,035
EATON VANCE TXMGD GL BUYWR OPP COM 2,806 -110 (3.76) 248,063
SPECTRA ENERGY CORP COM 2,746 New 82,285
POWERSHARES ETF TRUST GBL LSTD PVT EQT 2,611 -91 (3.37) 240,381
JPMORGAN CHASE & CO ALERIAN ML ETN 2,197 -100 (4.36) 50,929
SIERRA WIRELESS INC COM 2,122 -441 (17.2) 51,295
ARCH CAP GROUP LTD ORD 2,115 -24 (1.1) 36,747
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 1,918 New 25,300
ECOLAB INC COM 1,836 -35 (1.85) 18,081
FORTUNE BRANDS HOME & SEC INC COM 1,663 New 37,926
APPLE INC COM 1,566 942 150.95 14,668
ENTERPRISE PRODS PARTNERS L P COM 1,489 New 44,400


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