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
$129M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$381K
3
+$283K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$271K
5
MNST icon
Monster Beverage
MNST
+$222K

Top Sells

1
+$558K
2
+$483K
3
+$318K
4
AAPL icon
Apple
AAPL
+$305K
5
BHP icon
BHP
BHP
+$266K

Sector Composition

1 Technology 13.37%
2 Financials 4.64%
3 Consumer Discretionary 3.03%
4 Consumer Staples 0.97%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$949K 0.74%
10,372
+200
27
$905K 0.7%
6,621
-214
28
$904K 0.7%
10,862
+2,582
29
$842K 0.65%
32,557
+14,713
30
$796K 0.62%
26,129
+5,555
31
$785K 0.61%
7,646
+754
32
$749K 0.58%
33,911
+17,730
33
$747K 0.58%
6,231
+1,379
34
$745K 0.58%
1,978
35
$741K 0.57%
3,312
36
$654K 0.51%
1,849
-398
37
$653K 0.51%
4,150
-229
38
$653K 0.51%
7,377
39
$617K 0.48%
5,439
-630
40
$596K 0.46%
2,228
+276
41
$494K 0.38%
1,750
42
$482K 0.37%
5,500
-771
43
$470K 0.36%
2,196
+200
44
$467K 0.36%
10,170
45
$456K 0.35%
10,272
-1,138
46
$428K 0.33%
13,342
+1,951
47
$416K 0.32%
770
48
$386K 0.3%
7,157
-1,403
49
$378K 0.29%
1,011
-10
50
$374K 0.29%
24,508
-5,310
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