FI

Financial Insights Portfolio holdings

AUM $298M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$1.76M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M

Top Sells

1
+$3.29M
2
+$2.3M
3
+$1.76M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.32M

Sector Composition

1 Technology 14.44%
2 Financials 4.45%
3 Consumer Discretionary 1.98%
4 Consumer Staples 1.39%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.87%
15,067
-1,575
27
$2.18M 0.8%
34,146
-440
28
$2.03M 0.74%
17,442
-3,935
29
$1.88M 0.69%
+49,333
30
$1.78M 0.65%
13,327
-143
31
$1.7M 0.62%
5,583
-2,957
32
$1.64M 0.6%
24,434
33
$1.58M 0.58%
51,366
+1,934
34
$1.51M 0.55%
+16,078
35
$1.4M 0.51%
7,632
-108
36
$1.33M 0.49%
26,871
-247
37
$1.26M 0.46%
7,219
-221
38
$1.23M 0.45%
+18,895
39
$1.07M 0.39%
+22,006
40
$1.07M 0.39%
3,895
-1,180
41
$1.01M 0.37%
6,851
+50
42
$1M 0.37%
15,701
-798
43
$950K 0.35%
10,373
+540
44
$925K 0.34%
2,604
+72
45
$847K 0.31%
3,410
+73
46
$836K 0.31%
1,260
+139
47
$803K 0.29%
2,769
+319
48
$792K 0.29%
15,127
-30
49
$779K 0.28%
5,820
50
$754K 0.28%
1,327
+133
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2
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