FI

Financial Insights Portfolio holdings

AUM $274M
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$269K
3
+$266K
4
KO icon
Coca-Cola
KO
+$239K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K

Top Sells

1
+$2.61M
2
+$2.08M
3
+$2.06M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.03M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.97M

Sector Composition

1 Technology 19.27%
2 Financials 6.69%
3 Consumer Discretionary 3.87%
4 Consumer Staples 1.52%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-3,924
227
– –
-1,735
228
– –
-2,670
229
– –
-183
6 7 8 9
10