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
$320M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.93M
3
+$3.52M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.82M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Top Sells

1
+$10.2M
2
+$1.73M
3
+$894K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$780K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$715K

Sector Composition

1 Technology 19.64%
2 Financials 5.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.03%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.4%
24,609
+1,086
52
$1.28M 0.4%
8,624
+1,626
53
$1.18M 0.37%
5,088
+130
54
$1.13M 0.35%
22,303
-89
55
$1.12M 0.35%
8,696
+189
56
$1.11M 0.35%
4,200
+92
57
$1.1M 0.34%
7,578
-725
58
$1.07M 0.34%
14,191
-261
59
$1.03M 0.32%
4,548
+150
60
$999K 0.31%
4,019
61
$973K 0.3%
2,010
-3
62
$958K 0.3%
10,214
+759
63
$933K 0.29%
2,635
+250
64
$917K 0.29%
3,659
+310
65
$897K 0.28%
20,454
+1,135
66
$894K 0.28%
2,047
-140
67
$888K 0.28%
4,218
+19
68
$879K 0.27%
5,318
-16
69
$843K 0.26%
6,344
+1,070
70
$840K 0.26%
11,012
-1,505
71
$837K 0.26%
23,141
-1,603
72
$828K 0.26%
1,879
+93
73
$815K 0.25%
7,151
74
$786K 0.25%
3,575
+184
75
$782K 0.24%
14,105
1 2
3
4 5