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
$98.5M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.15M
3
+$1.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$823K
5
VOTE icon
TCW Transform 500 ETF
VOTE
+$686K

Top Sells

1
+$1.13M
2
+$691K
3
+$523K
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$471K
5
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$413K

Sector Composition

1 Technology 19.14%
2 Financials 6.95%
3 Consumer Discretionary 2.9%
4 Consumer Staples 1.8%
5 Energy 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$393K 0.4%
+3,694
52
$383K 0.39%
2,642
-50
53
$364K 0.37%
9,884
-250
54
$357K 0.36%
1,600
+829
55
$350K 0.36%
5,950
-572
56
$342K 0.35%
987
+85
57
$338K 0.34%
+12,279
58
$334K 0.34%
5,347
-970
59
$332K 0.34%
+13,149
60
$332K 0.34%
9,274
+403
61
$319K 0.32%
6,936
62
$307K 0.31%
2,246
+43
63
$306K 0.31%
2,125
+9
64
$285K 0.29%
1,536
-68
65
$282K 0.29%
13,726
+226
66
$277K 0.28%
10,239
-6,137
67
$274K 0.28%
1,391
68
$273K 0.28%
4,346
+29
69
$266K 0.27%
3,328
70
$261K 0.26%
5,000
71
$243K 0.25%
+5,515
72
$232K 0.24%
3,848
-116
73
$227K 0.23%
+2,309
74
$222K 0.23%
+4,800
75
$221K 0.22%
14,560
1 2
3
4