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
$129M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$386K
2
+$380K
3
+$261K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$256K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$214K

Top Sells

1
+$534K
2
+$472K
3
+$318K
4
AAPL icon
Apple
AAPL
+$276K
5
BHP icon
BHP
BHP
+$266K

Sector Composition

1 Technology 13.37%
2 Financials 4.64%
3 Consumer Discretionary 3.03%
4 Consumer Staples 0.97%
5 Communication Services 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.16%
1,921
77
$206K 0.16%
+4,613
78
$204K 0.16%
2,366
-1,500
79
$203K 0.16%
+4,923
80
– –
-5,760
81
– –
-1,265
1 2 3
4