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
$269M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.08M
3
+$574K
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$458K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$309K

Top Sells

1
+$9.65M
2
+$5.4M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.06M

Sector Composition

1 Technology 15.42%
2 Financials 8.15%
3 Consumer Discretionary 2.16%
4 Consumer Staples 1.33%
5 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.13%
983
-1,587
77
$357K 0.13%
1,750
78
$335K 0.12%
1,001
-864
79
$331K 0.12%
852
-1,014
80
$327K 0.12%
4,320
-10,745
81
$320K 0.12%
2,061
82
$317K 0.12%
10,786
+3,846
83
$300K 0.11%
14,100
84
$291K 0.11%
3,272
-1,000
85
$289K 0.11%
4,536
86
$284K 0.11%
2,527
87
$282K 0.1%
1,950
88
$275K 0.1%
+7,373
89
$275K 0.1%
1,442
-1,399
90
$266K 0.1%
1,499
-69
91
$263K 0.1%
4,220
-409
92
$259K 0.1%
4,368
-4,880
93
$258K 0.1%
3,800
94
$257K 0.1%
557
-1,035
95
$255K 0.09%
767
-1,770
96
$254K 0.09%
+4,211
97
$252K 0.09%
4,800
98
$235K 0.09%
1,389
99
$224K 0.08%
4,826
100
$224K 0.08%
1,840
2 3
4
5 6