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
$114M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$592K
2
+$359K
3
+$290K
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$273K
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$225K
2
+$176K
3
+$107K
4
AMLP icon
Alerian MLP ETF
AMLP
+$92K
5
VB icon
Vanguard Small-Cap ETF
VB
+$83.7K

Sector Composition

1 Technology 10.16%
2 Financials 5.63%
3 Consumer Discretionary 2.47%
4 Industrials 0.86%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$752K 0.66%
2,307
-6
27
$733K 0.64%
7,476
28
$728K 0.64%
3,798
+361
29
$690K 0.61%
4,728
-6
30
$688K 0.6%
3,237
+768
31
$683K 0.6%
19,008
+6,766
32
$640K 0.56%
6,285
-42
33
$638K 0.56%
7,827
34
$542K 0.48%
1,844
+28
35
$499K 0.44%
8,530
+1,796
36
$496K 0.44%
11,269
+3,561
37
$458K 0.4%
1,871
+619
38
$446K 0.39%
6,994
+100
39
$435K 0.38%
10,341
40
$409K 0.36%
9,945
+70
41
$398K 0.35%
13,478
42
$390K 0.34%
25,987
+552
43
$388K 0.34%
5,092
+1,188
44
$375K 0.33%
8,510
+810
45
$373K 0.33%
7,704
-63
46
$348K 0.31%
2,161
+217
47
$345K 0.3%
4,695
-1,040
48
$340K 0.3%
1
49
$335K 0.29%
4,795
+56
50
$326K 0.29%
1,652
+9
1
2
3 4