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
$274M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.46M
3
+$1.88M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.51M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.29M

Top Sells

1
+$3.35M
2
+$2.49M
3
+$1.89M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.85M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.46M

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
SBAC icon
76
SBA Communications
SBAC
$20.1B
$411K 0.15%
1,750
IVW icon
77
iShares S&P 500 Growth ETF
IVW
$66.4B
$411K 0.15%
3,732
VBK icon
78
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$405K 0.15%
1,463
-243
PG icon
79
Procter & Gamble
PG
$345B
$401K 0.15%
2,514
+11
ABBV icon
80
AbbVie
ABBV
$398B
$395K 0.14%
2,127
+618
EFA icon
81
iShares MSCI EAFE ETF
EFA
$68.3B
$370K 0.14%
4,144
-603
SPYX icon
82
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.47B
$370K 0.14%
+7,266
AMAT icon
83
Applied Materials
AMAT
$203B
$352K 0.13%
1,921
-445
ESGD icon
84
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$350K 0.13%
3,921
-633
CSCO icon
85
Cisco
CSCO
$300B
$339K 0.12%
4,886
+20
PSK icon
86
State Street SPDR ICE Preferred Securities ETF
PSK
$780M
$338K 0.12%
10,640
-17,889
KO icon
87
Coca-Cola
KO
$310B
$338K 0.12%
4,774
+30
AMD icon
88
Advanced Micro Devices
AMD
$358B
$322K 0.12%
2,272
+93
HD icon
89
Home Depot
HD
$356B
$305K 0.11%
832
-48
DFUS icon
90
Dimensional US Equity ETF
DFUS
$17.9B
$304K 0.11%
4,536
CRM icon
91
Salesforce
CRM
$222B
$298K 0.11%
1,093
-7
VYMI icon
92
Vanguard International High Dividend Yield ETF
VYMI
$13.4B
$297K 0.11%
3,708
-33
HDV icon
93
iShares Core High Dividend ETF
HDV
$11.7B
$296K 0.11%
2,527
PEY icon
94
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.04B
$288K 0.11%
14,100
WM icon
95
Waste Management
WM
$87B
$286K 0.1%
1,250
VNQ icon
96
Vanguard Real Estate ETF
VNQ
$34.1B
$283K 0.1%
3,183
-93
TSLA icon
97
Tesla
TSLA
$1.43T
$282K 0.1%
889
-777
EMNT icon
98
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$282K 0.1%
2,856
IBM icon
99
IBM
IBM
$286B
$269K 0.1%
914
NUSC icon
100
Nuveen ESG Small-Cap ETF
NUSC
$1.26B
$269K 0.1%
6,594
-3,861
2 3
4
5 6