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
$135M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$367K
3
+$359K
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$357K
5
BND icon
Vanguard Total Bond Market
BND
+$346K

Top Sells

1
+$1.76M
2
+$438K
3
+$235K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$204K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$178K

Sector Composition

1 Technology 13.09%
2 Financials 4.89%
3 Consumer Discretionary 2.88%
4 Consumer Staples 0.93%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.87%
47,270
+14,713
27
$1.14M 0.84%
9,095
+2,864
28
$1.07M 0.79%
50,827
+16,916
29
$1.06M 0.79%
24,567
+767
30
$1.05M 0.78%
10,415
+43
31
$982K 0.73%
6,477
-144
32
$940K 0.69%
9,209
+1,563
33
$806K 0.6%
2,936
+708
34
$759K 0.56%
2,154
+176
35
$708K 0.52%
3,095
-217
36
$707K 0.52%
7,177
-200
37
$692K 0.51%
1,930
+81
38
$671K 0.5%
4,082
-68
39
$635K 0.47%
5,439
40
$596K 0.44%
18,769
+9,943
41
$573K 0.42%
6,758
+4,075
42
$572K 0.42%
2,246
+50
43
$530K 0.39%
16,611
+3,269
44
$529K 0.39%
10,170
45
$486K 0.36%
1,750
46
$472K 0.35%
4,971
-529
47
$459K 0.34%
10,572
+300
48
$399K 0.29%
6,100
49
$380K 0.28%
1,697
+9
50
$379K 0.28%
956
-55
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