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
$359M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$2.34M
3
+$2.25M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.07M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 19.22%
2 Financials 8.39%
3 Consumer Discretionary 2.78%
4 Healthcare 2.65%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$743K 0.21%
3,306
-269
77
$741K 0.21%
17,087
-3,367
78
$737K 0.21%
4,826
79
$728K 0.2%
17,897
80
$706K 0.2%
3,312
-906
81
$699K 0.2%
1,644
-235
82
$690K 0.19%
3,927
-92
83
$688K 0.19%
17,441
-5,700
84
$686K 0.19%
2,791
-231
85
$682K 0.19%
7,823
-1,448
86
$679K 0.19%
1,292
+15
87
$678K 0.19%
1,166
88
$667K 0.19%
4,515
-163
89
$660K 0.18%
6,507
-3,707
90
$640K 0.18%
3,943
-88
91
$634K 0.18%
1
92
$632K 0.18%
5,435
+161
93
$608K 0.17%
14,925
-225
94
$586K 0.16%
6,764
95
$565K 0.16%
2,625
-341
96
$563K 0.16%
8,612
-1,309
97
$537K 0.15%
4,863
98
$537K 0.15%
16,650
+6,450
99
$535K 0.15%
25,179
100
$531K 0.15%
15,222
-301
2 3
4
5 6