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
$280M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.09M
3
+$6.69M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$4.7M
2
+$2.23M
3
+$1.81M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.57M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.5M

Sector Composition

1 Technology 19.5%
2 Financials 9.23%
3 Consumer Discretionary 3.19%
4 Healthcare 3.05%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.39%
23,477
+5,629
52
$1.07M 0.38%
5,610
+747
53
$1.06M 0.38%
6,998
+918
54
$986K 0.35%
5,719
+799
55
$973K 0.35%
24,744
+3,854
56
$967K 0.35%
14,452
-119
57
$944K 0.34%
4,398
+699
58
$914K 0.33%
8,507
+1,984
59
$897K 0.32%
4,958
+1,089
60
$894K 0.32%
7,325
+2,114
61
$840K 0.3%
2,187
+544
62
$833K 0.3%
9,455
+1,168
63
$825K 0.29%
4,108
+615
64
$821K 0.29%
2,013
+238
65
$807K 0.29%
4,019
-300
66
$798K 0.28%
19,319
+2,262
67
$798K 0.28%
12,517
+4,213
68
$781K 0.28%
5,334
69
$771K 0.28%
3,534
+234
70
$756K 0.27%
3,349
+519
71
$753K 0.27%
4,199
+956
72
$719K 0.26%
2,385
+542
73
$712K 0.25%
3,391
+851
74
$703K 0.25%
7,151
-200
75
$700K 0.25%
3,514
-7,893
1 2
3
4 5