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
$298M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.25M
3
+$1.14M
4
IDVO icon
Amplify International Enhanced Dividend Income ETF
IDVO
+$1.1M
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$507K

Top Sells

1
+$8.47M
2
+$915K
3
+$899K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$892K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$444K

Sector Composition

1 Technology 14.5%
2 Consumer Discretionary 1.99%
3 Consumer Staples 1.29%
4 Financials 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
51
Exxon Mobil
XOM
$632B
$877K 0.29%
7,285
+161
PSK icon
52
State Street SPDR ICE Preferred Securities ETF
PSK
$726M
$875K 0.29%
27,619
+15,691
V icon
53
Visa
V
$606B
$838K 0.28%
2,390
-437
WFC icon
54
Wells Fargo
WFC
$249B
$837K 0.28%
8,978
+370
JPM icon
55
JPMorgan Chase
JPM
$831B
$805K 0.27%
2,499
-609
PYLD icon
56
PIMCO Multi Sector Bond Active ETF
PYLD
$12.7B
$791K 0.27%
29,650
+13,471
IWF icon
57
iShares Russell 1000 Growth ETF
IWF
$125B
$789K 0.26%
1,666
LLY icon
58
Eli Lilly
LLY
$808B
$740K 0.25%
689
-46
SPYD icon
59
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$739K 0.25%
17,090
+200
IWD icon
60
iShares Russell 1000 Value ETF
IWD
$74.8B
$692K 0.23%
3,291
JNJ icon
61
Johnson & Johnson
JNJ
$565B
$676K 0.23%
3,264
-273
MCD icon
62
McDonald's
MCD
$218B
$670K 0.22%
2,191
+26
SFBC icon
63
Sound Financial Bancorp
SFBC
$116M
$650K 0.22%
14,897
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.03T
$646K 0.22%
2,059
+175
WMT icon
65
Walmart Inc
WMT
$995B
$622K 0.21%
5,585
-1,000
VYMI icon
66
Vanguard International High Dividend Yield ETF
VYMI
$19.1B
$622K 0.21%
6,908
+550
NFLX icon
67
Netflix
NFLX
$455B
$597K 0.2%
6,370
+100
META icon
68
Meta Platforms (Facebook)
META
$1.71T
$580K 0.19%
879
-80
SPHD icon
69
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.32B
$559K 0.19%
11,650
+650
IWP icon
70
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$559K 0.19%
4,080
-83
IVW icon
71
iShares S&P 500 Growth ETF
IVW
$69.2B
$557K 0.19%
4,517
+785
IJR icon
72
iShares Core S&P Small-Cap ETF
IJR
$101B
$552K 0.19%
4,594
+2,682
AMD icon
73
Advanced Micro Devices
AMD
$454B
$514K 0.17%
2,399
-465
JMHI icon
74
JPMorgan High Yield Municipal ETF
JMHI
$274M
$499K 0.17%
9,934
+5,226
VTV icon
75
Vanguard Value ETF
VTV
$170B
$497K 0.17%
2,600
-50
1 2
3
4 5