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
$104M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$377K
2
+$294K
3
+$276K
4
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$235K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$223K

Top Sells

1
+$200K
2
+$114K
3
+$71.7K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$71K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$49.4K

Sector Composition

1 Technology 9.04%
2 Financials 5.54%
3 Consumer Discretionary 2.63%
4 Industrials 1.04%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$290K 0.28%
1,063
-34
52
$280K 0.27%
1,700
-300
53
$278K 0.27%
7,395
54
$276K 0.26%
+3,904
55
$276K 0.26%
6,270
-267
56
$270K 0.26%
1,252
-10
57
$269K 0.26%
14,700
58
$264K 0.25%
2,346
59
$259K 0.25%
2,079
+10
60
$256K 0.25%
1,491
61
$255K 0.24%
3,023
62
$253K 0.24%
3,879
63
$235K 0.23%
+9,185
64
$223K 0.21%
+6,984
65
$216K 0.21%
4,320
66
$210K 0.2%
+2,586
67
$209K 0.2%
+2,433
68
$206K 0.2%
770
69
$92K 0.09%
2,010
70
– –
-3,886
1 2
3