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
$320M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.93M
3
+$3.52M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.82M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Top Sells

1
+$10.2M
2
+$1.73M
3
+$894K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$780K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$715K

Sector Composition

1 Technology 19.64%
2 Financials 5.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.03%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.15%
11,520
+703
102
$485K 0.15%
1,860
103
$452K 0.14%
13,431
+1,494
104
$444K 0.14%
1,750
105
$440K 0.14%
2,950
+77
106
$423K 0.13%
2,110
-55
107
$419K 0.13%
5,347
+432
108
$410K 0.13%
1,774
+88
109
$405K 0.13%
1,066
+102
110
$404K 0.13%
9,515
-1,350
111
$403K 0.13%
10,028
-93
112
$401K 0.13%
2,476
113
$400K 0.13%
8,210
114
$399K 0.12%
5,311
115
$398K 0.12%
6,936
116
$387K 0.12%
3,675
117
$382K 0.12%
1,640
-1,894
118
$381K 0.12%
11,873
-217
119
$380K 0.12%
1,572
-1,942
120
$372K 0.12%
2,640
121
$350K 0.11%
7,321
-3,300
122
$348K 0.11%
+2,331
123
$347K 0.11%
1,541
-1,116
124
$340K 0.11%
797
-100
125
$336K 0.11%
5,727
-1,196
3 4
5
6 7