FI

Financial Insights Portfolio holdings

AUM $274M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.46M
3
+$1.88M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M

Top Sells

1
+$3.35M
2
+$2.49M
3
+$1.89M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.85M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.46M

Sector Composition

1 Technology 14.44%
2 Financials 4.45%
3 Consumer Discretionary 1.98%
4 Consumer Staples 1.39%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.37T
$2.38M 0.87%
15,067
-1,575
DGRO icon
27
iShares Core Dividend Growth ETF
DGRO
$35.4B
$2.18M 0.8%
34,146
-440
DSI icon
28
iShares MSCI KLD 400 Social ETF
DSI
$5B
$2.03M 0.74%
17,442
-3,935
RAFE icon
29
PIMCO RAFI ESG US ETF
RAFE
$108M
$1.88M 0.69%
+49,333
VYM icon
30
Vanguard High Dividend Yield ETF
VYM
$67.6B
$1.78M 0.65%
13,327
-143
VTI icon
31
Vanguard Total Stock Market ETF
VTI
$562B
$1.7M 0.62%
5,583
-2,957
VEU icon
32
Vanguard FTSE All-World ex-US ETF
VEU
$52.1B
$1.64M 0.6%
24,434
PFF icon
33
iShares Preferred and Income Securities ETF
PFF
$14.1B
$1.58M 0.58%
51,366
+1,934
NULG icon
34
Nuveen ESG Large-Cap Growth ETF
NULG
$1.91B
$1.51M 0.55%
+16,078
QUAL icon
35
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$1.4M 0.51%
7,632
-108
VWO icon
36
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$1.33M 0.49%
26,871
-247
LGLV icon
37
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.11B
$1.26M 0.46%
7,219
-221
CVIE icon
38
Calvert International Responsible Index ETF
CVIE
$257M
$1.23M 0.45%
+18,895
TEMP
39
DELISTED
JPMorgan Climate Change Solutions ETF
TEMP
$1.07M 0.39%
+22,006
AVGO icon
40
Broadcom
AVGO
$1.82T
$1.07M 0.39%
3,895
-1,180
XLI icon
41
Industrial Select Sector SPDR Fund
XLI
$23.9B
$1.01M 0.37%
6,851
+50
DFAS icon
42
Dimensional US Small Cap ETF
DFAS
$11.8B
$1M 0.37%
15,701
-798
SBUX icon
43
Starbucks
SBUX
$96.6B
$950K 0.35%
10,373
+540
V icon
44
Visa
V
$638B
$925K 0.34%
2,604
+72
VHT icon
45
Vanguard Health Care ETF
VHT
$17.4B
$847K 0.31%
3,410
+73
VGT icon
46
Vanguard Information Technology ETF
VGT
$113B
$836K 0.31%
1,260
+139
JPM icon
47
JPMorgan Chase
JPM
$841B
$803K 0.29%
2,769
+319
SPYV icon
48
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$792K 0.29%
15,127
-30
NFLX icon
49
Netflix
NFLX
$462B
$779K 0.28%
5,820
VOO icon
50
Vanguard S&P 500 ETF
VOO
$798B
$754K 0.28%
1,327
+133
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