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
$280M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.09M
3
+$6.69M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$4.7M
2
+$2.23M
3
+$1.81M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.57M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.5M

Sector Composition

1 Technology 19.5%
2 Financials 9.23%
3 Consumer Discretionary 3.19%
4 Healthcare 3.05%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.15%
10,690
-180
102
$419K 0.15%
2,873
+59
103
$413K 0.15%
10,865
-400
104
$380K 0.14%
3,675
105
$379K 0.14%
+7,734
106
$371K 0.13%
10,121
-390
107
$365K 0.13%
10,817
-1,019
108
$365K 0.13%
1,750
109
$356K 0.13%
2,165
-44
110
$355K 0.13%
12,090
-121
111
$355K 0.13%
5,311
-750
112
$348K 0.12%
1,860
-40
113
$338K 0.12%
8,210
-310
114
$338K 0.12%
6,923
-2,125
115
$338K 0.12%
897
-11
116
$336K 0.12%
11,810
+1,902
117
$331K 0.12%
2,640
-9
118
$330K 0.12%
6,936
119
$329K 0.12%
7,399
120
$328K 0.12%
4,915
+1,289
121
$328K 0.12%
2,476
+50
122
$316K 0.11%
2,453
+655
123
$316K 0.11%
1,936
+3
124
$314K 0.11%
11,937
-208
125
$303K 0.11%
964
-39
3 4
5
6 7