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
$114M
AUM Growth
+$9.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$592K
2 +$359K
3 +$290K
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$273K
5
CVX icon
Chevron
CVX
+$260K

Top Sells

1 +$225K
2 +$176K
3 +$107K
4
AMLP icon
Alerian MLP ETF
AMLP
+$92K
5
VB icon
Vanguard Small-Cap ETF
VB
+$83.7K

Sector Composition

1 Technology 10.16%
2 Financials 5.63%
3 Consumer Discretionary 2.47%
4 Industrials 0.86%
5 Consumer Staples 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.19%
+3,535
77
$212K 0.19%
+1,118
78
$211K 0.19%
+7,052
79
$210K 0.18%
+5,000
80
$209K 0.18%
+4,320
81
-2,010