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
$280M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.09M
3
+$6.69M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$4.7M
2
+$2.23M
3
+$1.81M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.57M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.5M

Sector Composition

1 Technology 19.5%
2 Financials 9.23%
3 Consumer Discretionary 3.19%
4 Healthcare 3.05%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.24%
14,105
-5,250
77
$647K 0.23%
3,031
+459
78
$636K 0.23%
9,019
+1,687
79
$635K 0.23%
2,657
+99
80
$624K 0.22%
1,786
+383
81
$620K 0.22%
4,836
+619
82
$600K 0.21%
5,274
-1,568
83
$599K 0.21%
4,145
+32
84
$590K 0.21%
4,738
-24
85
$585K 0.21%
3,901
-608
86
$581K 0.21%
17,300
-1,050
87
$573K 0.2%
2,760
-363
88
$557K 0.2%
5,262
+10
89
$551K 0.2%
15,690
+483
90
$536K 0.19%
1,277
-657
91
$518K 0.18%
1
92
$486K 0.17%
15,857
-16
93
$485K 0.17%
25,556
-10,761
94
$483K 0.17%
1,086
-17
95
$482K 0.17%
3,311
+939
96
$481K 0.17%
1,836
-1
97
$479K 0.17%
10,621
-3,968
98
$456K 0.16%
6,764
99
$445K 0.16%
5,003
-132
100
$441K 0.16%
5,087
-178
2 3
4
5 6