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
$359M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$2.34M
3
+$2.25M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.07M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 19.22%
2 Financials 8.39%
3 Consumer Discretionary 2.78%
4 Healthcare 2.65%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$525K 0.15%
10,485
-205
102
$523K 0.15%
1,854
-11
103
$515K 0.14%
12,273
-1,329
104
$511K 0.14%
10,183
-6,643
105
$511K 0.14%
2,476
106
$510K 0.14%
+11,447
107
$504K 0.14%
10,712
-808
108
$503K 0.14%
4,411
-293
109
$498K 0.14%
3,158
+208
110
$486K 0.14%
801
-20
111
$462K 0.13%
3,675
112
$459K 0.13%
1,047
-19
113
$448K 0.13%
5,311
114
$434K 0.12%
9,765
+250
115
$433K 0.12%
2,059
-51
116
$431K 0.12%
2,829
+189
117
$423K 0.12%
6,936
118
$412K 0.11%
10,018
-10
119
$401K 0.11%
2,025
+365
120
$401K 0.11%
1,536
-36
121
$397K 0.11%
10,479
-2,952
122
$388K 0.11%
2,010
+150
123
$379K 0.11%
1,750
124
$376K 0.1%
2,248
-1,901
125
$360K 0.1%
11,168
-705
3 4
5
6 7