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
$113K
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.79K
2
+$3.09K
3
+$2.87K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.15K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.81K

Top Sells

1
+$455K
2
+$280K
3
+$272K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$257K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$248K

Sector Composition

1 Technology 13.07%
2 Financials 4.58%
3 Consumer Discretionary 2.76%
4 Consumer Staples 0.75%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$327 0.29%
466
-1,422
52
$308 0.27%
1,968
+306
53
$300 0.27%
1,375
+6
54
$291 0.26%
3,524
+2,461
55
$281 0.25%
694
-2,455
56
$269 0.24%
2,053
+562
57
$263 0.23%
+3,623
58
$253 0.22%
317
-8,308
59
$250 0.22%
+966
60
$248 0.22%
2,211
-4,943
61
$246 0.22%
6,090
+4,047
62
$244 0.22%
2,173
-1,817
63
$234 0.21%
+7,154
64
$234 0.21%
100
-1,930
65
$232 0.21%
+4,588
66
$230 0.2%
+503
67
$229 0.2%
+534
68
$226 0.2%
24
-9,327
69
$225 0.2%
+549
70
$222 0.2%
13,478
71
$216 0.19%
+4,695
72
$212 0.19%
3,407
-11,293
73
$211 0.19%
6,990
+3,260
74
$211 0.19%
+4,078
75
$207 0.18%
566
-1,355
1 2
3
4