FI

Financial Insights Portfolio holdings

AUM $309M
1-Year Est. Return 17.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$820K
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$666K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$599K

Top Sells

1
+$1.07M
2
+$781K
3
+$712K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$704K
5
VOTE icon
TCW Transform 500 ETF
VOTE
+$560K

Sector Composition

1 Technology 14.71%
2 Financials 4.07%
3 Consumer Discretionary 2%
4 Consumer Staples 1.37%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.84%
62,613
+13,280
27
$2.45M 0.81%
7,480
+1,897
28
$2.33M 0.77%
34,153
+7
29
$2.3M 0.76%
2,489
+44
30
$2.04M 0.68%
20,517
+4,439
31
$1.98M 0.65%
28,976
+10,081
32
$1.96M 0.65%
+52,548
33
$1.95M 0.64%
13,816
+489
34
$1.93M 0.64%
15,290
-2,152
35
$1.74M 0.58%
24,434
36
$1.73M 0.57%
54,616
+3,250
37
$1.69M 0.56%
31,120
+4,249
38
$1.49M 0.49%
4,510
+615
39
$1.44M 0.48%
7,378
-254
40
$1.28M 0.42%
7,199
-20
41
$1.1M 0.36%
16,021
+320
42
$1.08M 0.36%
7,013
+162
43
$1.01M 0.34%
10,372
+2,293
44
$980K 0.32%
3,108
+339
45
$965K 0.32%
2,827
+223
46
$937K 0.31%
11,073
+700
47
$915K 0.3%
3,765
+454
48
$884K 0.29%
1,444
+117
49
$881K 0.29%
15,928
+801
50
$875K 0.29%
9,376
-704
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2
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