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
$96M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$372K
2
+$219K
3
+$218K
4
CSCO icon
Cisco
CSCO
+$217K
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$208K

Top Sells

1
+$567K
2
+$277K
3
+$239K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$214K
5
RDOG icon
ALPS REIT Dividend Dogs ETF
RDOG
+$210K

Sector Composition

1 Technology 9.42%
2 Financials 9.26%
3 Consumer Discretionary 2.8%
4 Industrials 1.13%
5 Consumer Staples 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$575K 0.6%
10,484
+1,874
27
$565K 0.59%
6,327
28
$564K 0.59%
7,227
-500
29
$519K 0.54%
12,649
-437
30
$448K 0.47%
2,671
31
$446K 0.46%
1,816
-268
32
$408K 0.43%
6,265
+1,093
33
$389K 0.41%
9,875
+300
34
$372K 0.39%
+4,634
35
$361K 0.38%
1,906
+234
36
$357K 0.37%
1,750
-100
37
$352K 0.37%
9,094
+3,378
38
$338K 0.35%
23,260
39
$327K 0.34%
2,000
40
$326K 0.34%
4,518
-150
41
$325K 0.34%
1
42
$321K 0.33%
1,627
-7
43
$309K 0.32%
6,537
44
$302K 0.31%
8,742
45
$291K 0.3%
1,957
46
$285K 0.3%
7,700
47
$270K 0.28%
1,267
-41
48
$268K 0.28%
14,700
49
$266K 0.28%
3,979
50
$246K 0.26%
2,346
-40
1
2
3