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
$246M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.87M
3
+$4.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.04M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.01M

Top Sells

1
+$3.24M
2
+$1.57M
3
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.06M

Sector Composition

1 Technology 18.84%
2 Financials 5.38%
3 Consumer Discretionary 3.14%
4 Healthcare 3.08%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$883K 0.36%
+13,770
52
$869K 0.35%
29,495
-19,514
53
$868K 0.35%
5,700
-23
54
$867K 0.35%
17,634
+8,133
55
$848K 0.35%
7,501
-356
56
$816K 0.33%
5,487
-1,891
57
$795K 0.32%
1,379
-120
58
$775K 0.32%
14,834
+7,078
59
$750K 0.31%
18,327
-12,611
60
$749K 0.31%
7,406
-345
61
$723K 0.29%
38,341
-2,180
62
$723K 0.29%
3,402
+105
63
$713K 0.29%
5,507
+46
64
$704K 0.29%
18,525
-100
65
$691K 0.28%
1,793
-37
66
$669K 0.27%
1,779
-247
67
$628K 0.26%
2,632
-203
68
$611K 0.25%
+3,568
69
$575K 0.23%
5,242
+10
70
$575K 0.23%
+3,081
71
$569K 0.23%
+1,989
72
$544K 0.22%
+2,957
73
$543K 0.22%
+3,364
74
$543K 0.22%
+2,729
75
$539K 0.22%
30,156
-6,609
1 2
3
4 5