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
$320M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.93M
3
+$3.52M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.82M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Top Sells

1
+$10.2M
2
+$1.73M
3
+$894K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$780K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$715K

Sector Composition

1 Technology 19.64%
2 Financials 5.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.03%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$764K 0.24%
9,271
+252
77
$762K 0.24%
16,826
-6,651
78
$742K 0.23%
3,022
+262
79
$714K 0.22%
5,101
+265
80
$698K 0.22%
17,897
+12,155
81
$696K 0.22%
4,826
+681
82
$682K 0.21%
4,149
+838
83
$638K 0.2%
4,678
-60
84
$625K 0.2%
2,966
-65
85
$619K 0.19%
1,166
+80
86
$610K 0.19%
1,277
87
$594K 0.19%
15,150
-2,150
88
$591K 0.18%
4,031
+130
89
$572K 0.18%
9,921
+2,187
90
$553K 0.17%
1,865
+29
91
$543K 0.17%
1
92
$528K 0.17%
6,764
93
$527K 0.16%
5,274
+12
94
$526K 0.16%
4,863
-140
95
$520K 0.16%
15,523
-334
96
$513K 0.16%
13,602
-2,088
97
$498K 0.16%
10,690
98
$497K 0.16%
25,179
-377
99
$491K 0.15%
4,704
-383
100
$491K 0.15%
+1,792
2 3
4
5 6