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FI

Financial Insights Portfolio holdings

AUM $309M
1-Year Est. Return 17.27%
This Fund
S&P 500
This Quarter Est. Return
-1.62%
1 Year Est. Return
+17.27%
3 Year Est. Return
+62.15%
5 Year Est. Return
+75.45%
10 Year Est. Return
–
AUM
$309M
AUM Growth
+$10.2M
Cap. Flow
+$18.5M
Cap. Flow %
6%
Top 10 Hldgs %
56.44%
Holding
136
New
8
Increased
54
Reduced
45
Closed
6

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.6M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.1M
3
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.04M

Top Sells

1
VUG icon
Vanguard Growth ETF
VUG
+$1.15M
2
MSFT icon
Microsoft
MSFT
+$1.04M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$285K
4
UNH icon
UnitedHealth
UNH
+$283K
5
BND icon
Vanguard Total Bond Market
BND
+$275K

Sector Composition

1 Technology 11.47%
2 Financials 3.31%
3 Consumer Discretionary 1.91%
4 Consumer Staples 1.4%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
76
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$502K 0.16%
3,922
-158
-4% -$21.4K
AMAT icon
77
Applied Materials
AMAT
$445B
$497K 0.16%
1,455
+48
+3% +$16.1K
VPLS
78
Vanguard Core Plus Bond ETF
VPLS
$1.66B
$493K 0.16%
6,352
+1,128
+22% +$88.3K
VTV icon
79
Vanguard Value ETF
VTV
$187B
$491K 0.16%
2,505
-95
-4% -$19K
META icon
80
Meta Platforms (Facebook)
META
$1.69T
$490K 0.16%
856
-23
-3% -$14.7K
CSCO icon
81
Cisco
CSCO
$432B
$483K 0.16%
6,220
+92
+2% +$7.2K
GLD icon
82
SPDR Gold Trust
GLD
$129B
$478K 0.15%
+1,110
New +$497K
DFUS
83
Dimensional US Equity ETF
DFUS
$21B
$470K 0.15%
6,631
– –
JMHI icon
84
JPMorgan High Yield Municipal ETF
JMHI
$280M
$464K 0.15%
9,309
-625
-6% -$31.5K
SGOL icon
85
abrdn Physical Gold Shares ETF
SGOL
$6.79B
$460K 0.15%
10,318
– –
AMD icon
86
Advanced Micro Devices
AMD
$817B
$453K 0.15%
2,225
-174
-7% -$37.2K
KO icon
87
Coca-Cola
KO
$365B
$444K 0.14%
5,832
-169
-3% -$12.8K
ABBV icon
88
AbbVie
ABBV
$449B
$443K 0.14%
2,038
+62
+3% +$13.8K
VBK icon
89
Vanguard Small-Cap Growth ETF
VBK
$23.5B
$438K 0.14%
1,449
– –
TSLA icon
90
Tesla
TSLA
$1.47T
$416K 0.13%
1,119
+96
+9% +$39.5K
EFA icon
91
iShares MSCI EAFE ETF
EFA
$76.9B
$404K 0.13%
4,158
+103
+3% +$10.3K
IVW icon
92
iShares S&P 500 Growth ETF
IVW
$74.2B
$399K 0.13%
3,526
-991
-22% -$119K
VHT icon
93
Vanguard Health Care ETF
VHT
$18.1B
$386K 0.13%
1,417
+35
+3% +$10K
SPYX icon
94
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.77B
$380K 0.12%
7,168
– –
CAT icon
95
Caterpillar
CAT
$404B
$375K 0.12%
529
+1
+0.2% +$693
PG icon
96
Procter & Gamble
PG
$353B
$368K 0.12%
2,549
+11
+0.4% +$1.67K
ESGD icon
97
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$359K 0.12%
3,753
-8
-0.2% -$792
HDV
98
iShares Core High Dividend ETF
HDV
$14.2B
$343K 0.11%
12,635
– –
LDUR icon
99
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$333K 0.11%
3,478
+1,209
+53% +$116K
VZ icon
100
Verizon
VZ
$183B
$313K 0.1%
+6,237
New +$289K
2 3
4
5 6

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BBWA
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PWM
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CCG
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EWM
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