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
$114M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$592K
2
+$359K
3
+$290K
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$273K
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1
+$225K
2
+$176K
3
+$107K
4
AMLP icon
Alerian MLP ETF
AMLP
+$92K
5
VB icon
Vanguard Small-Cap ETF
VB
+$83.7K

Sector Composition

1 Technology 10.16%
2 Financials 5.63%
3 Consumer Discretionary 2.47%
4 Industrials 0.86%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.28%
8,742
52
$314K 0.28%
1,063
53
$304K 0.27%
4,635
+47
54
$300K 0.26%
11,696
+2,511
55
$295K 0.26%
6,041
-229
56
$290K 0.25%
+9,512
57
$288K 0.25%
1,614
-86
58
$282K 0.25%
1,501
+10
59
$279K 0.24%
14,700
60
$273K 0.24%
+3,618
61
$271K 0.24%
7,204
-191
62
$269K 0.24%
3,879
63
$263K 0.23%
2,102
+23
64
$260K 0.23%
+2,154
65
$260K 0.23%
2,346
66
$258K 0.23%
3,080
+57
67
$249K 0.22%
7,700
68
$244K 0.21%
6,984
69
$238K 0.21%
2,935
+349
70
$236K 0.21%
+3,866
71
$232K 0.2%
2,463
+30
72
$232K 0.2%
4,320
73
$229K 0.2%
+1,644
74
$223K 0.2%
+1,956
75
$219K 0.19%
+4,917
1 2
3
4