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
$246M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.87M
3
+$4.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.04M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.01M

Top Sells

1
+$3.24M
2
+$1.57M
3
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.06M

Sector Composition

1 Technology 18.84%
2 Financials 5.38%
3 Consumer Discretionary 3.14%
4 Healthcare 3.08%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$537K 0.22%
+3,984
77
$527K 0.21%
1,884
-25
78
$520K 0.21%
18,177
-17,428
79
$515K 0.21%
+10,173
80
$508K 0.21%
2,275
-800
81
$505K 0.21%
4,971
-88
82
$504K 0.21%
+2,265
83
$504K 0.21%
+13,284
84
$499K 0.2%
5,485
-416
85
$491K 0.2%
+5,938
86
$490K 0.2%
11,615
-500
87
$473K 0.19%
+2,437
88
$472K 0.19%
+4,523
89
$467K 0.19%
+2,340
90
$466K 0.19%
1
91
$460K 0.19%
4,754
-639
92
$457K 0.19%
1,750
93
$453K 0.18%
2,777
94
$451K 0.18%
+2,299
95
$449K 0.18%
4,511
+471
96
$443K 0.18%
10,870
-200
97
$438K 0.18%
12,899
+1,909
98
$433K 0.18%
13,767
-6,788
99
$433K 0.18%
+5,522
100
$429K 0.17%
10,882
-11
2 3
4
5 6