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
$317M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.54M
3
+$847K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$469K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$416K

Top Sells

1
+$7.21M
2
+$6.25M
3
+$6.04M
4
NVDA icon
NVIDIA
NVDA
+$4.33M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.13M

Sector Composition

1 Technology 17.68%
2 Financials 7.85%
3 Consumer Discretionary 2.45%
4 Consumer Staples 1.57%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.32%
3,550
+188
52
$999K 0.32%
2,570
-2,609
53
$989K 0.31%
13,167
-2,778
54
$978K 0.31%
1,853
-244
55
$965K 0.3%
7,126
-25
56
$964K 0.3%
5,081
57
$961K 0.3%
10,758
-13,432
58
$947K 0.3%
17,697
-200
59
$930K 0.29%
26,073
+8,024
60
$841K 0.27%
2,537
-2,420
61
$833K 0.26%
13,363
-335
62
$798K 0.25%
4,927
-2,219
63
$766K 0.24%
14,493
+4,114
64
$760K 0.24%
4,932
+700
65
$758K 0.24%
1,324
-949
66
$756K 0.24%
1,866
-1,230
67
$716K 0.23%
1,592
-1,527
68
$698K 0.22%
5,954
-121
69
$680K 0.21%
14,890
+1,715
70
$670K 0.21%
1,142
-262
71
$652K 0.21%
2,716
-2,204
72
$645K 0.2%
7,667
-5,565
73
$626K 0.2%
3,675
74
$611K 0.19%
3,721
-3,777
75
$606K 0.19%
5,340
-3,502
1 2
3
4 5