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
$109M
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$264K
3
+$261K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$237K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$226K

Top Sells

1
+$2.61M
2
+$2.08M
3
+$2.06M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.03M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.97M

Sector Composition

1 Technology 19.27%
2 Financials 6.69%
3 Consumer Discretionary 3.87%
4 Consumer Staples 1.52%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.2%
2,901
77
$207K 0.19%
1,921
78
$205K 0.19%
3,368
79
$203K 0.19%
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