FI
Financial Insights Portfolio holdings
AUM
$274M
1-Year Return
14.37%
This Quarter Return
+10.33%
1 Year Return
+14.37%
3 Year Return
+68.57%
5 Year Return
+100.68%
10 Year Return
–
AUM
$96M
AUM Growth
+$6.39M
(+7.1%)
Cap. Flow
-$42.1K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
66.29%
Holding
64
New
6
Increased
19
Reduced
21
Closed
3
Top Buys
| 1 |
Exxon Mobil
XOM
|
$372K |
| 2 |
Procter & Gamble
PG
|
$219K |
| 3 |
RTX Corp
RTX
|
$218K |
| 4 |
Cisco
CSCO
|
$217K |
| 5 |
SPDR ICE Preferred Securities ETF
PSK
|
$208K |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$567K |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$277K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$239K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$214K |
| 5 |
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% |
