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
$246M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.87M
3
+$4.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.04M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.01M

Top Sells

1
+$3.24M
2
+$1.57M
3
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.06M

Sector Composition

1 Technology 18.84%
2 Financials 5.38%
3 Consumer Discretionary 3.14%
4 Healthcare 3.08%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$428K 0.17%
+10,993
102
$426K 0.17%
3,843
+1,459
103
$425K 0.17%
6,764
-1,600
104
$423K 0.17%
1,228
+516
105
$415K 0.17%
1,236
-718
106
$411K 0.17%
+5,094
107
$403K 0.16%
+2,003
108
$402K 0.16%
7,247
-134
109
$398K 0.16%
2,229
+213
110
$389K 0.16%
2,340
-1,473
111
$373K 0.15%
4,888
-4,011
112
$369K 0.15%
838
-458
113
$362K 0.15%
+11,447
114
$354K 0.14%
3,619
-2,068
115
$354K 0.14%
8,668
-9,276
116
$345K 0.14%
1,893
-240
117
$345K 0.14%
6,936
118
$345K 0.14%
5,398
+1
119
$344K 0.14%
4,807
-24
120
$337K 0.14%
13,743
-254
121
$337K 0.14%
+1,649
122
$337K 0.14%
3,624
-1,030
123
$335K 0.14%
4,349
-2,746
124
$332K 0.14%
6,913
125
$321K 0.13%
10,794
-60
3 4
5
6 7