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
$298M
AUM Growth
-$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.25M
3
+$1.14M
4
IDVO icon
Amplify International Enhanced Dividend Income ETF
IDVO
+$1.1M
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$507K

Top Sells

1
+$8.47M
2
+$915K
3
+$899K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$892K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$444K

Sector Composition

1 Technology 14.5%
2 Consumer Discretionary 1.99%
3 Consumer Staples 1.29%
4 Financials 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
101
UnitedHealth
UNH
$287B
$283K 0.09%
857
-188
ORCL icon
102
Oracle
ORCL
$513B
$282K 0.09%
1,445
+109
RTX icon
103
RTX Corp
RTX
$264B
$280K 0.09%
1,527
+296
EMNT icon
104
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$212M
$278K 0.09%
2,816
-40
BND icon
105
Vanguard Total Bond Market
BND
$152B
$275K 0.09%
3,708
-1,334
TQQQ icon
106
ProShares UltraPro QQQ
TQQQ
$33.2B
$271K 0.09%
5,138
TJX icon
107
TJX Companies
TJX
$174B
$258K 0.09%
1,677
-493
SUSA icon
108
iShares ESG Optimized MSCI USA ETF
SUSA
$3.77B
$256K 0.09%
1,840
IQV icon
109
IQVIA
IQV
$28.9B
$250K 0.08%
1,107
-502
GE icon
110
GE Aerospace
GE
$312B
$240K 0.08%
780
SDY icon
111
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$239K 0.08%
1,714
EZM icon
112
WisdomTree US MidCap Fund
EZM
$891M
$238K 0.08%
3,563
WM icon
113
Waste Management
WM
$90.3B
$237K 0.08%
1,080
-1
PEY icon
114
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.03B
$236K 0.08%
11,600
-1,500
NUSC icon
115
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$235K 0.08%
5,260
-1,399
AMLP icon
116
Alerian MLP ETF
AMLP
$11.8B
$235K 0.08%
4,990
+700
CRM icon
117
Salesforce
CRM
$167B
$231K 0.08%
872
-164
MNST icon
118
Monster Beverage
MNST
$73.7B
$230K 0.08%
3,000
ETHO icon
119
Amplify Etho Climate Leadership US ETF
ETHO
$172M
$228K 0.08%
3,486
-561
DFUV icon
120
Dimensional US Marketwide Value ETF
DFUV
$14.1B
$226K 0.08%
4,852
LDUR icon
121
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.35B
$218K 0.07%
+2,269
NUDM icon
122
Nuveen ESG International Developed Markets Equity ETF
NUDM
$682M
$214K 0.07%
5,916
-524
CVX icon
123
Chevron
CVX
$375B
$213K 0.07%
1,397
-158
UPRO icon
124
ProShares UltraPro S&P 500
UPRO
$5.08B
$208K 0.07%
1,794
JCI icon
125
Johnson Controls International
JCI
$84.2B
$207K 0.07%
1,731
-465
2 3 4
5
6