FI
Financial Insights Portfolio holdings
AUM
$274M
This Quarter Return
+1.64%
1 Year Return
+14.37%
3 Year Return
+68.57%
5 Year Return
+100.68%
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+6%)
Cap. Flow
+$3.2M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
64.11%
Holding
70
New
7
Increased
29
Reduced
15
Closed
1
Top Buys
Top Sells
| 1 |
Cisco
CSCO
|
$200K |
| 2 |
Apple
AAPL
|
$114K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$71.7K |
| 4 |
WisdomTree US MidCap Fund
EZM
|
$71K |
| 5 |
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% |
