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
$269M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.08M
3
+$574K
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$458K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$309K

Top Sells

1
+$9.65M
2
+$5.4M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.06M

Sector Composition

1 Technology 15.42%
2 Financials 8.15%
3 Consumer Discretionary 2.16%
4 Consumer Staples 1.33%
5 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$685K 0.25%
15,840
+950
52
$653K 0.24%
1,618
-3,809
53
$653K 0.24%
10,483
-2,880
54
$645K 0.24%
2,780
-7,455
55
$624K 0.23%
2,603
-3,837
56
$619K 0.23%
5,754
-200
57
$582K 0.22%
4,594
-106
58
$581K 0.22%
6,520
-1,490
59
$580K 0.22%
3,065
-8,712
60
$565K 0.21%
7,417
-250
61
$534K 0.2%
14,694
+7,051
62
$530K 0.2%
1,827
-16
63
$525K 0.19%
3,629
-1,298
64
$522K 0.19%
10,815
+650
65
$519K 0.19%
5,748
-7,557
66
$516K 0.19%
7,350
67
$503K 0.19%
16,749
+8,549
68
$478K 0.18%
1,705
+30
69
$458K 0.17%
+10,925
70
$450K 0.17%
5,115
-17,864
71
$391K 0.15%
2,333
-398
72
$391K 0.15%
668
-656
73
$388K 0.14%
3,822
-332
74
$385K 0.14%
2,366
-50
75
$382K 0.14%
6,111
-825
1 2
3
4 5