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
$317M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.54M
3
+$847K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$469K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$416K

Top Sells

1
+$7.21M
2
+$6.25M
3
+$6.04M
4
NVDA icon
NVIDIA
NVDA
+$4.33M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.13M

Sector Composition

1 Technology 17.68%
2 Financials 7.85%
3 Consumer Discretionary 2.45%
4 Consumer Staples 1.57%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.11%
1,891
-1,879
102
$349K 0.11%
13,891
-4,570
103
$346K 0.11%
1,455
-1,117
104
$344K 0.11%
665
-677
105
$334K 0.11%
540
-561
106
$333K 0.11%
4,629
-9
107
$325K 0.1%
1,910
108
$318K 0.1%
4,071
-24,433
109
$314K 0.1%
1,423
-636
110
$310K 0.1%
1,568
+10
111
$309K 0.1%
14,100
+500
112
$302K 0.1%
3,359
-2,405
113
$297K 0.09%
2,527
114
$295K 0.09%
7,430
-721
115
$288K 0.09%
3,714
-3,672
116
$287K 0.09%
1,950
-82
117
$284K 0.09%
7,643
118
$282K 0.09%
4,536
119
$279K 0.09%
3,800
120
$277K 0.09%
2,043
-2,074
121
$276K 0.09%
8,200
-1,200
122
$275K 0.09%
6,133
-2,753
123
$267K 0.08%
5,353
-2,290
124
$264K 0.08%
5,232
-560
125
$259K 0.08%
1,172
-1,005
3 4
5
6 7