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
$109M
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$264K
3
+$261K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$237K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$226K

Top Sells

1
+$2.61M
2
+$2.08M
3
+$2.06M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.03M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.97M

Sector Composition

1 Technology 19.27%
2 Financials 6.69%
3 Consumer Discretionary 3.87%
4 Consumer Staples 1.52%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.36%
4,998
+283
52
$382K 0.35%
4,467
+544
53
$382K 0.35%
889
-97
54
$361K 0.33%
6,936
55
$337K 0.31%
1,880
+12
56
$329K 0.3%
834
-6
57
$320K 0.29%
5,000
58
$310K 0.29%
1,391
59
$305K 0.28%
2,366
60
$305K 0.28%
14,972
-1,296
61
$302K 0.28%
14,560
62
$293K 0.27%
3,964
63
$293K 0.27%
2,098
+9
64
$292K 0.27%
4,972
+18
65
$277K 0.25%
894
-40
66
$273K 0.25%
2,692
+200
67
$267K 0.25%
13,500
68
$264K 0.24%
17,548
-529
69
$254K 0.23%
4,665
+16
70
$249K 0.23%
6,016
-158
71
$229K 0.21%
5,884
72
$225K 0.21%
+4,286
73
$225K 0.21%
4,500
+88
74
$214K 0.2%
3,956
+11
75
$213K 0.2%
4,800
1 2
3
4 5