FI

Financial Insights Portfolio holdings

AUM $298M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$1.76M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M

Top Sells

1
+$3.29M
2
+$2.3M
3
+$1.76M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.32M

Sector Composition

1 Technology 14.44%
2 Financials 4.45%
3 Consumer Discretionary 1.98%
4 Consumer Staples 1.39%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$728K 0.27%
+8,079
52
$712K 0.26%
5,284
-45
53
$690K 0.25%
1,625
-78
54
$685K 0.25%
14,897
55
$662K 0.24%
15,590
-500
56
$650K 0.24%
6,651
+164
57
$646K 0.24%
11,113
-31,775
58
$631K 0.23%
5,857
+21
59
$630K 0.23%
2,156
+9
60
$621K 0.23%
4,065
+344
61
$619K 0.23%
9,973
-2,030
62
$613K 0.22%
3,156
-113
63
$589K 0.22%
7,350
64
$583K 0.21%
3,311
-5
65
$577K 0.21%
4,163
-304
66
$538K 0.2%
+21,133
67
$536K 0.2%
1,226
+1
68
$520K 0.19%
7,057
-906
69
$519K 0.19%
10,915
+100
70
$500K 0.18%
677
-11
71
$463K 0.17%
2,619
+1,230
72
$451K 0.16%
+853
73
$451K 0.16%
578
-25
74
$429K 0.16%
+16,179
75
$419K 0.15%
+6,726
1 2
3
4 5