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
$317M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.54M
3
+$847K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$469K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$416K

Top Sells

1
+$7.21M
2
+$6.25M
3
+$6.04M
4
NVDA icon
NVIDIA
NVDA
+$4.33M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.13M

Sector Composition

1 Technology 17.68%
2 Financials 7.85%
3 Consumer Discretionary 2.45%
4 Consumer Staples 1.57%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.57M 0.81%
42,936
+1,981
27
$2.57M 0.81%
9,066
+197
28
$2.52M 0.79%
2,838
-1,700
29
$2.38M 0.75%
37,952
-3,061
30
$2.22M 0.7%
12,360
-2,217
31
$1.95M 0.62%
11,777
-13,013
32
$1.91M 0.6%
22,979
-27,212
33
$1.8M 0.57%
14,072
+2,577
34
$1.77M 0.56%
10,235
-10,995
35
$1.69M 0.53%
4,507
-431
36
$1.54M 0.49%
+24,433
37
$1.5M 0.47%
45,150
+25,500
38
$1.46M 0.46%
30,536
-9,959
39
$1.42M 0.45%
5,427
-6
40
$1.36M 0.43%
6,440
-5,549
41
$1.33M 0.42%
27,882
-27,307
42
$1.26M 0.4%
15,065
-16,279
43
$1.26M 0.4%
7,440
+495
44
$1.2M 0.38%
22,000
-25,034
45
$1.18M 0.37%
12,142
-607
46
$1.14M 0.36%
17,602
-1,295
47
$1.1M 0.35%
12,499
-14,869
48
$1.07M 0.34%
13,305
-7,557
49
$1.03M 0.33%
5,775
-2,049
50
$1.02M 0.32%
3,717
-1,774
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2
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