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
$359M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$2.34M
3
+$2.25M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.07M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 19.22%
2 Financials 8.39%
3 Consumer Discretionary 2.78%
4 Healthcare 2.65%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.4%
24,036
-573
52
$1.42M 0.4%
5,749
-91
53
$1.41M 0.39%
3,979
-363
54
$1.35M 0.38%
2,777
+142
55
$1.33M 0.37%
8,380
-1,896
56
$1.3M 0.36%
3,393
-1,303
57
$1.27M 0.35%
4,205
+5
58
$1.2M 0.34%
19,271
-2,633
59
$1.19M 0.33%
4,719
-369
60
$1.19M 0.33%
13,051
-2,003
61
$1.13M 0.32%
7,254
-324
62
$1.1M 0.31%
4,079
+420
63
$1.1M 0.31%
8,026
-670
64
$1.09M 0.3%
13,581
-610
65
$1.07M 0.3%
2,172
-566
66
$1.05M 0.29%
2,191
+144
67
$1.05M 0.29%
1,998
-12
68
$1.01M 0.28%
20,155
-2,148
69
$959K 0.27%
3,702
-846
70
$959K 0.27%
6,001
-343
71
$930K 0.26%
5,191
-127
72
$901K 0.25%
7,151
73
$892K 0.25%
9,339
-1,673
74
$857K 0.24%
14,105
75
$790K 0.22%
4,567
-534
1 2
3
4 5