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
$149M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.21M
3
+$4.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.23M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.66M

Top Sells

1
+$1.16M
2
+$775K
3
+$261K
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$227K
5
AMAT icon
Applied Materials
AMAT
+$215K

Sector Composition

1 Technology 21.33%
2 Financials 5.91%
3 Consumer Discretionary 3.3%
4 Consumer Staples 2.81%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.26%
11,384
+1,500
77
$387K 0.26%
+11,570
78
$383K 0.26%
+2,585
79
$382K 0.26%
+1,442
80
$381K 0.26%
+10,922
81
$381K 0.26%
7,093
+298
82
$380K 0.26%
+4,846
83
$366K 0.25%
+3,884
84
$366K 0.25%
1,115
+128
85
$359K 0.24%
16,008
-189
86
$330K 0.22%
9,468
+194
87
$323K 0.22%
+9,700
88
$322K 0.22%
+3,930
89
$315K 0.21%
+876
90
$312K 0.21%
5,397
+1,549
91
$312K 0.21%
12,279
92
$311K 0.21%
+7,182
93
$305K 0.21%
6,936
94
$302K 0.2%
5,800
-150
95
$300K 0.2%
10,499
+3,061
96
$296K 0.2%
+1,810
97
$286K 0.19%
5,097
-250
98
$286K 0.19%
12,819
-330
99
$283K 0.19%
+1,167
100
$283K 0.19%
1,591
+200
2 3
4
5 6