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
$129M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$392K
2
+$381K
3
+$283K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$271K
5
MNST icon
Monster Beverage
MNST
+$222K

Top Sells

1
+$558K
2
+$483K
3
+$318K
4
AAPL icon
Apple
AAPL
+$305K
5
BHP icon
BHP
BHP
+$266K

Sector Composition

1 Technology 13.37%
2 Financials 4.64%
3 Consumer Discretionary 3.03%
4 Consumer Staples 0.97%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.29%
6,100
+106
52
$362K 0.28%
1,688
+9
53
$327K 0.25%
1,880
-314
54
$309K 0.24%
4,240
+152
55
$304K 0.24%
1,391
56
$301K 0.23%
6,936
57
$300K 0.23%
13,820
+4,104
58
$296K 0.23%
6,275
+350
59
$289K 0.22%
840
+65
60
$288K 0.22%
2,071
+9
61
$278K 0.22%
8,742
62
$276K 0.21%
5,000
63
$273K 0.21%
4,025
-189
64
$271K 0.21%
+8,826
65
$262K 0.2%
953
-208
66
$253K 0.2%
3,964
67
$238K 0.18%
2,030
68
$237K 0.18%
2,683
-663
69
$235K 0.18%
6,032
70
$235K 0.18%
13,500
-200
71
$233K 0.18%
6,054
-350
72
$222K 0.17%
+4,800
73
$221K 0.17%
+4,412
74
$215K 0.17%
+2,542
75
$213K 0.17%
+3,864
1 2
3
4