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
$104M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$377K
2
+$294K
3
+$276K
4
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$235K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$223K

Top Sells

1
+$200K
2
+$114K
3
+$71.7K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$71K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$49.4K

Sector Composition

1 Technology 9.04%
2 Financials 5.54%
3 Consumer Discretionary 2.63%
4 Industrials 1.04%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$704K 0.67%
7,476
27
$613K 0.59%
4,734
-117
28
$608K 0.58%
7,827
29
$591K 0.57%
14,937
+395
30
$576K 0.55%
3,437
+372
31
$570K 0.55%
6,327
32
$523K 0.5%
1,816
33
$466K 0.45%
2,469
+260
34
$409K 0.39%
6,894
+1,044
35
$408K 0.39%
10,341
-1,800
36
$404K 0.39%
6,734
+486
37
$398K 0.38%
12,242
+1,401
38
$385K 0.37%
13,478
+3,477
39
$382K 0.37%
9,875
40
$382K 0.37%
25,435
41
$380K 0.36%
5,735
+1,667
42
$377K 0.36%
+7,767
43
$353K 0.34%
1,643
+8
44
$340K 0.33%
7,708
+1,222
45
$335K 0.32%
4,739
+54
46
$316K 0.3%
8,742
47
$316K 0.3%
7,700
+1,600
48
$312K 0.3%
1
49
$304K 0.29%
1,944
-13
50
$294K 0.28%
+4,588
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