FI

Financial Insights Portfolio holdings

AUM $298M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$1.76M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M

Top Sells

1
+$3.29M
2
+$2.3M
3
+$1.76M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.32M

Sector Composition

1 Technology 14.44%
2 Financials 4.45%
3 Consumer Discretionary 1.98%
4 Consumer Staples 1.39%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.1%
2,161
+321
102
$267K 0.1%
+3,057
103
$266K 0.1%
4,743
-595
104
$260K 0.1%
899
+62
105
$257K 0.09%
1,450
+7
106
$256K 0.09%
412
-3
107
$247K 0.09%
7,829
108
$247K 0.09%
+10,074
109
$236K 0.09%
+2,237
110
$233K 0.09%
1,840
111
$233K 0.09%
1,714
112
$229K 0.08%
4,826
113
$229K 0.08%
+434
114
$229K 0.08%
6,440
115
$228K 0.08%
1,043
-58
116
$228K 0.08%
+1,086
117
$225K 0.08%
937
+28
118
$223K 0.08%
+624
119
$222K 0.08%
+2,616
120
$220K 0.08%
3,563
121
$220K 0.08%
+523
122
$213K 0.08%
+5,138
123
$209K 0.08%
+1,912
124
$204K 0.07%
+401
125
$200K 0.07%
+516
2 3 4
5
6