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
$94.9M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$576K
2
+$272K
3
+$254K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$248K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$232K

Top Sells

1
+$373K
2
+$335K
3
+$315K
4
BHP icon
BHP
BHP
+$295K
5
CVX icon
Chevron
CVX
+$260K

Sector Composition

1 Technology 11.55%
2 Financials 5.02%
3 Consumer Discretionary 2.67%
4 Consumer Staples 0.83%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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80
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81
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82
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83
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84
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-7,704
85
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-4,795
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4