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
$359M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$2.34M
3
+$2.25M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.07M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 19.22%
2 Financials 8.39%
3 Consumer Discretionary 2.78%
4 Healthcare 2.65%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.75%
20,260
+480
27
$2.56M 0.71%
25,372
-95
28
$2.5M 0.7%
15,202
-203
29
$2.47M 0.69%
42,553
-1,048
30
$2.45M 0.68%
9,441
-72
31
$2.39M 0.67%
29,946
+25,881
32
$2.34M 0.65%
+31,997
33
$2.32M 0.65%
11,586
+180
34
$2.28M 0.64%
39,032
+581
35
$2.26M 0.63%
52,164
36
$2.25M 0.63%
+42,156
37
$2.07M 0.58%
27,952
-191
38
$2.02M 0.56%
+24,061
39
$1.87M 0.52%
6,218
-298
40
$1.83M 0.51%
5,863
-355
41
$1.69M 0.47%
40,480
-6,279
42
$1.69M 0.47%
5,014
+152
43
$1.68M 0.47%
9,298
-172
44
$1.62M 0.45%
5,809
-1,263
45
$1.6M 0.44%
+18,753
46
$1.57M 0.44%
9,286
-116
47
$1.56M 0.43%
7,732
-892
48
$1.54M 0.43%
21,181
-1,883
49
$1.49M 0.42%
11,282
-775
50
$1.48M 0.41%
12,195
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