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
$1.21B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$2.91M
3
+$2.72M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.64M
5
EFAX icon
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
+$2.58M

Top Sells

1
+$78.8M
2
+$12.6M
3
+$11M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$10.4M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$8.28M

Sector Composition

1 Technology 17.08%
2 Financials 6.67%
3 Consumer Discretionary 4.09%
4 Industrials 1.35%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.18%
2,901
77
$2.08M 0.17%
+1,444
78
$2.07M 0.17%
1,921
79
$2.06M 0.17%
5,244
80
$2.03M 0.17%
+414
81
$1.97M 0.16%
+1,608
82
$1.94M 0.16%
3,448
+5
83
$1.86M 0.15%
+650
84
$1.81M 0.15%
+2,003
85
$1.79M 0.15%
+2,063
86
$1.78M 0.15%
+786
87
$1.73M 0.14%
+1,113
88
$1.66M 0.14%
+2,551
89
$1.66M 0.14%
+1,841
90
$1.65M 0.14%
+2,900
91
$1.62M 0.13%
+521
92
$1.62M 0.13%
+833
93
$1.55M 0.13%
+1,521
94
$1.51M 0.13%
+2,670
95
$1.51M 0.13%
+3,680
96
$1.47M 0.12%
+2,320
97
$1.44M 0.12%
+4,350
98
$1.44M 0.12%
+658
99
$1.43M 0.12%
+584
100
$1.39M 0.12%
+707
2 3
4
5 6