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
$116M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$217K
3
+$215K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$214K
5
VUG icon
Vanguard Growth ETF
VUG
+$209K

Top Sells

1
+$1.98M
2
+$1.27M
3
+$1.17M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$215K
5
SFBC icon
Sound Financial Bancorp
SFBC
+$132K

Sector Composition

1 Technology 21.85%
2 Financials 6.83%
3 Consumer Discretionary 4.04%
4 Consumer Staples 1.72%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.2%
4,800
77
$223K 0.19%
4,500
78
$215K 0.19%
+833
79
$215K 0.19%
4,140
+184
80
$214K 0.18%
+414
81
$209K 0.18%
+650
82
$208K 0.18%
+1,608
83
$207K 0.18%
+2,061
84
$206K 0.18%
1,921
85
$206K 0.18%
11,069
-3,903
86
$204K 0.18%
+2,670
1 2 3
4