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
$89.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$8.14M
3
+$7.56M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$7.44M
5
MSFT icon
Microsoft
MSFT
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.34%
2 Technology 8.07%
3 Consumer Discretionary 2.69%
4 Industrials 1%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$565K 0.63%
+4,244
27
$555K 0.62%
+7,727
28
$504K 0.56%
+13,086
29
$454K 0.51%
+2,671
30
$447K 0.5%
+2,084
31
$433K 0.48%
+8,610
32
$351K 0.39%
+9,575
33
$338K 0.38%
+1,850
34
$331K 0.37%
+23,260
35
$322K 0.36%
+4,668
36
$316K 0.35%
+5,172
37
$312K 0.35%
+1
38
$300K 0.33%
+2,000
39
$298K 0.33%
+6,537
40
$292K 0.33%
+1,634
41
$291K 0.32%
+8,742
42
$281K 0.31%
+1,672
43
$272K 0.3%
+7,525
44
$271K 0.3%
+1,957
45
$261K 0.29%
+7,700
46
$251K 0.28%
+14,700
47
$249K 0.28%
+3,979
48
$239K 0.27%
+10,530
49
$239K 0.27%
+963
50
$236K 0.26%
+1,308
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