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
$246M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.87M
3
+$4.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.04M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.01M

Top Sells

1
+$3.24M
2
+$1.57M
3
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.06M

Sector Composition

1 Technology 18.84%
2 Financials 5.38%
3 Consumer Discretionary 3.14%
4 Healthcare 3.08%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.89%
4,400
-143
27
$1.96M 0.8%
29,290
+1,079
28
$1.84M 0.75%
8,997
+1,287
29
$1.73M 0.71%
32,861
-2,505
30
$1.7M 0.69%
16,334
-2,572
31
$1.68M 0.69%
5,246
-456
32
$1.67M 0.68%
7,708
+5,396
33
$1.63M 0.66%
31,224
+1,200
34
$1.62M 0.66%
34,130
+8,205
35
$1.56M 0.63%
59,560
-14,793
36
$1.54M 0.63%
9,911
+1,564
37
$1.3M 0.53%
5,312
+6
38
$1.29M 0.52%
12,195
-100
39
$1.22M 0.5%
8,949
-1,218
40
$1.2M 0.49%
2,908
-3,448
41
$1.18M 0.48%
16,413
-5,608
42
$1.14M 0.46%
8,717
+2,262
43
$1.11M 0.45%
3,750
+436
44
$1.03M 0.42%
4,589
+2,870
45
$1.02M 0.41%
2,154
+410
46
$964K 0.39%
20,358
-3,823
47
$948K 0.39%
7,160
-3,420
48
$911K 0.37%
18,210
-1,255
49
$900K 0.37%
4,340
+1,170
50
$892K 0.36%
8,385
+6,532
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