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
$135M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$367K
3
+$359K
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$357K
5
BND icon
Vanguard Total Bond Market
BND
+$346K

Top Sells

1
+$1.76M
2
+$438K
3
+$235K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$204K
5
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$178K

Sector Composition

1 Technology 13.09%
2 Financials 4.89%
3 Consumer Discretionary 2.88%
4 Consumer Staples 0.93%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$219K 0.16%
4,800
77
$215K 0.16%
+5,684
78
$207K 0.15%
1,921
79
$201K 0.15%
5,244
-810
80
$201K 0.15%
+2,901
81
– –
-6,032
82
– –
-5,623
1 2 3
4