FI
Financial Insights Portfolio holdings
AUM
$274M
This Quarter Return
+15.69%
1 Year Return
+14.37%
3 Year Return
+68.57%
5 Year Return
+100.68%
10 Year Return
–
AUM
$113K
AUM Growth
+$113K
(-100%)
Cap. Flow
-$2.56M
Cap. Flow
% of AUM
-2,269.71%
Top 10 Holdings %
Top 10 Hldgs %
61.92%
Holding
90
New
20
Increased
25
Reduced
39
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$3.79K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$3.09K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.87K |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.15K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.81K |
Top Sells
| 1 |
Microsoft
MSFT
|
$455K |
| 2 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$280K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$272K |
| 4 |
iShares Core High Dividend ETF
HDV
|
$257K |
| 5 |
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% |
