FI

Financial Insights Portfolio holdings

AUM $309M
1-Year Est. Return 17.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$820K
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$666K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$599K

Top Sells

1
+$1.07M
2
+$781K
3
+$712K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$704K
5
VOTE icon
TCW Transform 500 ETF
VOTE
+$560K

Sector Composition

1 Technology 14.71%
2 Financials 4.07%
3 Consumer Discretionary 2%
4 Consumer Staples 1.37%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$803K 0.27%
7,124
+1,267
52
$780K 0.26%
6,664
+164
53
$752K 0.25%
6,270
+450
54
$743K 0.25%
16,890
+1,300
55
$722K 0.24%
8,608
+1,258
56
$715K 0.24%
27,504
+6,371
57
$704K 0.23%
959
+282
58
$686K 0.23%
14,897
59
$679K 0.22%
6,585
-66
60
$670K 0.22%
3,291
+135
61
$658K 0.22%
2,165
+9
62
$656K 0.22%
3,537
-528
63
$651K 0.22%
9,973
64
$593K 0.2%
4,163
65
$561K 0.19%
735
+157
66
$545K 0.18%
887
+34
67
$544K 0.18%
11,000
+85
68
$538K 0.18%
6,358
+2,650
69
$507K 0.17%
1,202
-24
70
$502K 0.17%
2,167
+40
71
$494K 0.16%
2,650
+31
72
$493K 0.16%
7,695
+969
73
$480K 0.16%
6,631
+2,095
74
$463K 0.15%
2,864
+592
75
$459K 0.15%
1,884
+434
1 2
3
4 5