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
$89.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$8.14M
3
+$7.56M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$7.44M
5
MSFT icon
Microsoft
MSFT
+$5.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.34%
2 Technology 8.07%
3 Consumer Discretionary 2.69%
4 Industrials 1%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.26%
+2,386
52
$214K 0.24%
+8,250
53
$212K 0.24%
+4,320
54
$210K 0.23%
+4,608
55
$208K 0.23%
+2,602
56
$205K 0.23%
+4,917
57
$201K 0.22%
+5,716
58
$201K 0.22%
+1,491
1 2
3