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
$109M
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$264K
3
+$261K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$237K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$226K

Top Sells

1
+$2.61M
2
+$2.08M
3
+$2.06M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.03M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.97M

Sector Composition

1 Technology 19.27%
2 Financials 6.69%
3 Consumer Discretionary 3.87%
4 Consumer Staples 1.52%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.05%
27,589
+3,056
27
$1.11M 1.02%
10,715
+400
28
$1.1M 1.01%
9,788
+587
29
$983K 0.9%
6,283
-194
30
$923K 0.85%
2,054
31
$870K 0.8%
10,177
+2,007
32
$852K 0.78%
3,040
+104
33
$797K 0.73%
1,987
+6
34
$747K 0.69%
3,022
-50
35
$726K 0.67%
5,701
+250
36
$702K 0.65%
7,177
37
$659K 0.61%
13,056
+5,180
38
$638K 0.59%
3,950
-64
39
$578K 0.53%
1,750
40
$571K 0.53%
17,291
+602
41
$531K 0.49%
17,434
+247
42
$494K 0.45%
9,395
43
$489K 0.45%
2,221
-25
44
$469K 0.43%
4,971
45
$413K 0.38%
1,713
+8
46
$412K 0.38%
9,469
-1,132
47
$410K 0.38%
6,720
48
$410K 0.38%
6,200
49
$402K 0.37%
6,148
+3
50
$393K 0.36%
8,742
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