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
$269M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.08M
3
+$574K
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$458K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$309K

Top Sells

1
+$9.65M
2
+$5.4M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.06M

Sector Composition

1 Technology 15.42%
2 Financials 8.15%
3 Consumer Discretionary 2.16%
4 Consumer Staples 1.33%
5 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.93%
8,605
-461
27
$2.31M 0.86%
17,176
-27,325
28
$2.18M 0.81%
35,580
-2,372
29
$2.15M 0.8%
2,346
-492
30
$1.8M 0.67%
+44,445
31
$1.75M 0.65%
13,722
-350
32
$1.49M 0.55%
8,343
-4,017
33
$1.44M 0.53%
45,800
+650
34
$1.4M 0.52%
24,434
+1
35
$1.32M 0.49%
3,275
-1,232
36
$1.24M 0.46%
7,518
+78
37
$1.21M 0.45%
27,534
-3,002
38
$1.09M 0.4%
11,919
-223
39
$1.08M 0.4%
16,559
-1,043
40
$941K 0.35%
5,081
41
$926K 0.34%
1,718
-135
42
$899K 0.33%
6,826
-300
43
$898K 0.33%
27,233
+1,160
44
$847K 0.31%
3,337
-213
45
$792K 0.29%
2,507
-1,210
46
$784K 0.29%
14,897
-2,800
47
$755K 0.28%
10,503
-2,664
48
$748K 0.28%
14,622
+129
49
$705K 0.26%
5,128
+196
50
$697K 0.26%
1,121
-21
1
2
3 4 5