FI
Financial Insights Portfolio holdings
AUM
$274M
1-Year Return
14.37%
This Quarter Return
+1.2%
1 Year Return
+14.37%
3 Year Return
+68.57%
5 Year Return
+100.68%
10 Year Return
–
AUM
$269M
AUM Growth
-$47.3M
(-15%)
Cap. Flow
-$60.9M
Cap. Flow
% of AUM
-22.6%
Top 10 Holdings %
Top 10 Hldgs %
56.32%
Holding
149
New
4
Increased
19
Reduced
69
Closed
39
Top Buys
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$1.8M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.08M |
| 3 |
TCW Transform 500 ETF
VOTE
|
$574K |
| 4 |
Nuveen ESG Small-Cap ETF
NUSC
|
$458K |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$309K |
Top Sells
| 1 |
Pathward Financial
CASH
|
$9.65M |
| 2 |
Microsoft
MSFT
|
$5.4M |
| 3 |
NVIDIA
NVDA
|
$3.67M |
| 4 |
Apple
AAPL
|
$2.52M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$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% |
