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
$116M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$217K
3
+$215K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$214K
5
VUG icon
Vanguard Growth ETF
VUG
+$209K

Top Sells

1
+$1.98M
2
+$1.27M
3
+$1.17M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$215K
5
SFBC icon
Sound Financial Bancorp
SFBC
+$132K

Sector Composition

1 Technology 21.85%
2 Financials 6.83%
3 Consumer Discretionary 4.04%
4 Consumer Staples 1.72%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$405K 0.35%
6,720
52
$390K 0.34%
6,936
53
$385K 0.33%
8,969
-500
54
$372K 0.32%
2,366
55
$372K 0.32%
3,782
-685
56
$368K 0.32%
1,843
-37
57
$364K 0.31%
834
58
$362K 0.31%
5,000
59
$345K 0.3%
2,107
+9
60
$332K 0.29%
3,964
61
$316K 0.27%
2,692
62
$305K 0.26%
4,988
+16
63
$302K 0.26%
886
-8
64
$301K 0.26%
1,391
65
$297K 0.26%
4,681
+16
66
$284K 0.25%
13,500
67
$277K 0.24%
786
68
$258K 0.22%
17,171
-377
69
$256K 0.22%
4,317
+31
70
$256K 0.22%
6,084
+200
71
$253K 0.22%
5,742
-3,000
72
$252K 0.22%
6,002
-14
73
$235K 0.2%
+4,536
74
$235K 0.2%
2,901
75
$233K 0.2%
3,368
1 2
3
4