FI

Financial Insights Portfolio holdings

AUM $298M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$1.76M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M

Top Sells

1
+$3.29M
2
+$2.3M
3
+$1.76M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.32M

Sector Composition

1 Technology 14.44%
2 Financials 4.45%
3 Consumer Discretionary 1.98%
4 Consumer Staples 1.39%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.15%
1,750
77
$411K 0.15%
3,732
78
$405K 0.15%
1,463
-243
79
$401K 0.15%
2,514
+11
80
$395K 0.14%
2,127
+618
81
$370K 0.14%
4,144
-603
82
$370K 0.14%
+7,266
83
$352K 0.13%
1,921
-445
84
$350K 0.13%
3,921
-633
85
$339K 0.12%
4,886
+20
86
$338K 0.12%
10,640
-17,889
87
$338K 0.12%
4,774
+30
88
$322K 0.12%
2,272
+93
89
$305K 0.11%
832
-48
90
$304K 0.11%
4,536
91
$298K 0.11%
1,093
-7
92
$297K 0.11%
3,708
-33
93
$296K 0.11%
2,527
94
$288K 0.11%
14,100
95
$286K 0.1%
1,250
96
$283K 0.1%
3,183
-93
97
$282K 0.1%
889
-777
98
$282K 0.1%
2,856
99
$269K 0.1%
914
100
$269K 0.1%
6,594
-3,861
2 3
4
5 6