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
$113K
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.79K
2
+$3.09K
3
+$2.87K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.15K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.81K

Top Sells

1
+$455K
2
+$280K
3
+$272K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$257K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$248K

Sector Composition

1 Technology 13.07%
2 Financials 4.58%
3 Consumer Discretionary 2.76%
4 Consumer Staples 0.75%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$821 0.73%
523
-11,399
27
$679 0.6%
4,530
-15,069
28
$648 0.58%
4,032
+281
29
$617 0.55%
4,147
+1,708
30
$607 0.54%
1,173
-4,917
31
$596 0.53%
630
-3,900
32
$594 0.53%
22,036
+20,078
33
$591 0.52%
70
-5,952
34
$559 0.5%
2,360
-15,142
35
$521 0.46%
+2,133
36
$518 0.46%
14
-6,947
37
$503 0.45%
770
-7,057
38
$475 0.42%
50
-11,153
39
$465 0.41%
700
-3,332
40
$461 0.41%
720
-5,364
41
$422 0.37%
700
-29,982
42
$418 0.37%
7,630
-630
43
$413 0.37%
6,984
+4,591
44
$410 0.36%
6,022
-7,296
45
$373 0.33%
8,625
+2,913
46
$362 0.32%
59,610
+49,440
47
$353 0.31%
1,653
-9,431
48
$350 0.31%
1,958
+1,188
49
$332 0.29%
31
-6,963
50
$328 0.29%
4,935
+2,724
1
2
3 4