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
$149M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.21M
3
+$4.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.23M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.66M

Top Sells

1
+$1.16M
2
+$775K
3
+$261K
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$227K
5
AMAT icon
Applied Materials
AMAT
+$215K

Sector Composition

1 Technology 21.33%
2 Financials 5.91%
3 Consumer Discretionary 3.3%
4 Consumer Staples 2.81%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.97%
20,229
-39
27
$1.39M 0.93%
16,481
-1,731
28
$1.38M 0.93%
13,406
+9,712
29
$1.36M 0.91%
29,386
+2,749
30
$1.35M 0.91%
+14,117
31
$1.3M 0.87%
23,110
32
$1.28M 0.86%
+3,562
33
$1.27M 0.85%
10,269
-232
34
$1.27M 0.85%
+47,758
35
$1.14M 0.77%
12,045
+830
36
$1.04M 0.7%
4,922
+471
37
$990K 0.67%
6,059
+2,360
38
$869K 0.58%
+27,552
39
$847K 0.57%
20,355
+4,682
40
$844K 0.57%
69,530
+54,970
41
$789K 0.53%
5,804
-47
42
$756K 0.51%
45,191
-1,120
43
$718K 0.48%
5,689
+3,564
44
$697K 0.47%
5,751
-258
45
$693K 0.47%
+6,360
46
$683K 0.46%
9,197
-2,621
47
$673K 0.45%
+2,438
48
$657K 0.44%
14,560
-17,165
49
$639K 0.43%
2,857
-160
50
$621K 0.42%
7,501
1
2
3 4 5