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
$135M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$367K
3
+$359K
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$357K
5
BND icon
Vanguard Total Bond Market
BND
+$346K

Top Sells

1
+$1.76M
2
+$438K
3
+$235K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$204K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$178K

Sector Composition

1 Technology 13.09%
2 Financials 4.89%
3 Consumer Discretionary 2.88%
4 Consumer Staples 0.93%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.28%
7,676
+1,401
52
$368K 0.27%
6,365
-792
53
$364K 0.27%
8,742
54
$353K 0.26%
6,936
55
$351K 0.26%
6,720
-980
56
$335K 0.25%
1,880
57
$328K 0.24%
4,327
+87
58
$325K 0.24%
21,667
-2,841
59
$316K 0.23%
2,366
60
$312K 0.23%
4,213
+188
61
$306K 0.23%
840
62
$297K 0.22%
12,987
-833
63
$295K 0.22%
1,391
64
$282K 0.21%
2,080
+9
65
$282K 0.21%
5,000
66
$281K 0.21%
953
67
$276K 0.2%
4,938
+15
68
$273K 0.2%
13,500
69
$266K 0.2%
2,542
70
$258K 0.19%
3,964
71
$249K 0.18%
3,864
72
$240K 0.18%
4,632
+19
73
$236K 0.17%
2,030
74
$230K 0.17%
4,412
75
$220K 0.16%
+3,443
1 2
3
4