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
$280M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.09M
3
+$6.69M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$4.7M
2
+$2.23M
3
+$1.81M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.57M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.5M

Sector Composition

1 Technology 19.5%
2 Financials 9.23%
3 Consumer Discretionary 3.19%
4 Healthcare 3.05%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 0.74%
15,944
-2,742
27
$2.02M 0.72%
25,502
-1,908
28
$2.01M 0.72%
9,733
+1,030
29
$1.94M 0.69%
47,467
+3,070
30
$1.9M 0.68%
40,431
+2,451
31
$1.79M 0.64%
26,169
-8,134
32
$1.77M 0.63%
28,317
-927
33
$1.63M 0.58%
6,939
+1,041
34
$1.62M 0.58%
42,674
-21,696
35
$1.56M 0.56%
10,483
+801
36
$1.54M 0.55%
11,101
+994
37
$1.51M 0.54%
17,980
+410
38
$1.42M 0.51%
2,646
+38
39
$1.41M 0.5%
15,279
-305
40
$1.33M 0.47%
12,950
+2,094
41
$1.32M 0.47%
5,025
-162
42
$1.28M 0.46%
23,523
+2,157
43
$1.25M 0.45%
6,027
+713
44
$1.25M 0.45%
4,377
+453
45
$1.22M 0.44%
12,195
46
$1.2M 0.43%
8,804
-3,442
47
$1.19M 0.43%
24,047
-3,846
48
$1.19M 0.42%
4,259
+705
49
$1.17M 0.42%
22,392
+3,270
50
$1.1M 0.39%
8,303
-362
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