FI

Financial Insights Portfolio holdings

AUM $309M
1-Year Est. Return 17.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$820K
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$666K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$599K

Top Sells

1
+$1.07M
2
+$781K
3
+$712K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$704K
5
VOTE icon
TCW Transform 500 ETF
VOTE
+$560K

Sector Composition

1 Technology 14.71%
2 Financials 4.07%
3 Consumer Discretionary 2%
4 Consumer Staples 1.37%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$451K 0.15%
3,732
77
$436K 0.14%
1,464
+1
78
$434K 0.14%
16,179
79
$403K 0.13%
7,349
+83
80
$403K 0.13%
994
+162
81
$399K 0.13%
+10,700
82
$395K 0.13%
889
83
$394K 0.13%
11,928
+1,288
84
$391K 0.13%
+1,654
85
$388K 0.13%
2,526
+12
86
$379K 0.13%
4,055
-89
87
$376K 0.12%
+1,336
88
$375K 0.12%
5,042
-2,015
89
$366K 0.12%
9,932
+2,103
90
$365K 0.12%
5,328
+442
91
$363K 0.12%
5,467
+693
92
$361K 0.12%
+1,045
93
$359K 0.12%
1,381
-2,029
94
$350K 0.12%
3,761
-160
95
$338K 0.11%
1,750
96
$314K 0.1%
2,170
+9
97
$309K 0.1%
12,635
98
$306K 0.1%
+1,609
99
$303K 0.1%
452
+40
100
$300K 0.1%
1,064
+150
2 3
4
5 6