FI
Financial Insights Portfolio holdings
AUM
$274M
This Quarter Return
+3.57%
1 Year Return
+14.37%
3 Year Return
+68.57%
5 Year Return
+100.68%
10 Year Return
–
AUM
$98.5M
AUM Growth
+$98.5M
(+2.7%)
Cap. Flow
+$3.49M
Cap. Flow
% of AUM
3.54%
Top 10 Holdings %
Top 10 Hldgs %
65.35%
Holding
67
New
6
Increased
32
Reduced
10
Closed
4
Top Buys
| 1 |
JPMorgan US Quality Factor ETF
JQUA
|
$8.31M |
| 2 |
iShares MSCI KLD 400 Social ETF
DSI
|
$486K |
| 3 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$396K |
| 4 |
iShares Select U.S. REIT ETF
ICF
|
$365K |
| 5 |
iShares ESG Aware MSCI EM ETF
ESGE
|
$341K |
Top Sells
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$5.34M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.67M |
| 3 |
SBA Communications
SBAC
|
$357K |
| 4 |
RTX Corp
RTX
|
$218K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$213K |
Sector Composition
| 1 | Technology | 9.48% |
| 2 | Financials | 5.57% |
| 3 | Consumer Discretionary | 2.98% |
| 4 | Industrials | 0.78% |
| 5 | Consumer Staples | 0.74% |
