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
$317M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.54M
3
+$847K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$469K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$416K

Top Sells

1
+$7.21M
2
+$6.25M
3
+$6.04M
4
NVDA icon
NVIDIA
NVDA
+$4.33M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.13M

Sector Composition

1 Technology 17.68%
2 Financials 7.85%
3 Consumer Discretionary 2.45%
4 Consumer Staples 1.57%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$592K 0.19%
3,293
-2,510
77
$583K 0.18%
997
-673
78
$568K 0.18%
8,010
-230
79
$561K 0.18%
1,843
-71
80
$551K 0.17%
4,700
+289
81
$514K 0.16%
10,165
+400
82
$510K 0.16%
1,865
-1,701
83
$508K 0.16%
1,760
-1,234
84
$506K 0.16%
3,109
-3,337
85
$492K 0.16%
9,248
-6,306
86
$489K 0.15%
3,042
-3,156
87
$488K 0.15%
2,416
-60
88
$475K 0.15%
2,841
-149
89
$473K 0.15%
2,731
-277
90
$470K 0.15%
4,018
-1,029
91
$453K 0.14%
1,912
-1,801
92
$448K 0.14%
1,675
+145
93
$441K 0.14%
9,610
-39
94
$432K 0.14%
6,936
95
$432K 0.14%
3,678
-2,409
96
$421K 0.13%
1,750
97
$416K 0.13%
+4,272
98
$415K 0.13%
7,350
-403
99
$398K 0.13%
4,154
-1,157
100
$381K 0.12%
1,572
-1,108
2 3
4
5 6