FI

Financial Insights Portfolio holdings

AUM $309M
1-Year Est. Return 17.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.83M
3
+$820K
4
CVIE icon
Calvert International Responsible Index ETF
CVIE
+$666K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$599K

Top Sells

1
+$1.07M
2
+$781K
3
+$712K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$704K
5
VOTE icon
TCW Transform 500 ETF
VOTE
+$560K

Sector Composition

1 Technology 14.71%
2 Financials 4.07%
3 Consumer Discretionary 2%
4 Consumer Staples 1.37%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.1%
6,659
+65
102
$291K 0.1%
3,183
103
$287K 0.1%
+2,279
104
$282K 0.09%
2,856
105
$277K 0.09%
1,285
+199
106
$276K 0.09%
13,100
-1,000
107
$266K 0.09%
5,138
108
$258K 0.09%
4,047
-7,066
109
$256K 0.08%
1,250
-671
110
$252K 0.08%
1,106
+63
111
$250K 0.08%
1,840
112
$247K 0.08%
517
+1
113
$246K 0.08%
872
-27
114
$246K 0.08%
+5,587
115
$246K 0.08%
1,036
-57
116
$244K 0.08%
534
+11
117
$243K 0.08%
648
+24
118
$242K 0.08%
6,440
119
$241K 0.08%
+1,555
120
$241K 0.08%
2,196
-41
121
$240K 0.08%
1,714
122
$239K 0.08%
1,081
-169
123
$238K 0.08%
+4,708
124
$235K 0.08%
2,616
125
$235K 0.08%
3,563
2 3 4
5
6