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
$320M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.93M
3
+$3.52M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.82M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Top Sells

1
+$10.2M
2
+$1.73M
3
+$894K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$780K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$715K

Sector Composition

1 Technology 19.64%
2 Financials 5.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.03%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 0.73%
25,467
-35
27
$2.27M 0.71%
15,405
-539
28
$2.26M 0.71%
9,513
-220
29
$2.25M 0.7%
52,164
+4,697
30
$2.21M 0.69%
19,780
+1,800
31
$2.14M 0.67%
38,451
-1,980
32
$1.98M 0.62%
28,143
-174
33
$1.94M 0.61%
11,406
+305
34
$1.92M 0.6%
46,759
+4,085
35
$1.84M 0.58%
7,072
+133
36
$1.7M 0.53%
23,064
-3,105
37
$1.63M 0.51%
4,696
+319
38
$1.61M 0.5%
10,276
-207
39
$1.59M 0.5%
6,516
+906
40
$1.5M 0.47%
6,218
+191
41
$1.48M 0.46%
9,402
+598
42
$1.47M 0.46%
4,862
-163
43
$1.45M 0.45%
15,054
-225
44
$1.44M 0.45%
2,738
+92
45
$1.4M 0.44%
+9,470
46
$1.36M 0.43%
12,195
47
$1.36M 0.43%
4,342
+83
48
$1.34M 0.42%
5,840
+121
49
$1.31M 0.41%
12,057
-893
50
$1.31M 0.41%
21,904
-2,143
1
2
3 4 5