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
$113K
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.79K
2
+$3.09K
3
+$2.87K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.15K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.81K

Top Sells

1
+$455K
2
+$280K
3
+$272K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$257K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$248K

Sector Composition

1 Technology 13.07%
2 Financials 4.58%
3 Consumer Discretionary 2.76%
4 Consumer Staples 0.75%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206 0.18%
+5,620
77
$202 0.18%
+1,970
78
$150 0.13%
+10,649
79
$137 0.12%
+11,084
80
$134 0.12%
+13,318
81
$134 0.12%
+34,032
82
$131 0.12%
+17,502
83
$130 0.12%
+30,682
84
$76 0.07%
+294,000
85
$33 0.03%
+12,166
86
– –
-4,695
87
– –
-1
88
– –
-8,156
89
– –
-1,614
90
– –
-4,588
1 2 3
4