FI
Financial Insights Portfolio holdings
AUM
$274M
1-Year Est. Return
14.37%
1 Year Est. Return
+14.37%
AUM
$274M
AUM Growth
+$22.5M
(+9%)
Holding
134
Top Buys
| 1 | +$3.6M | |
| 2 | +$2.46M | |
| 3 | +$1.88M | |
| 4 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$1.51M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.29M |
Top Sells
| 1 | +$3.35M | |
| 2 | +$2.49M | |
| 3 | +$1.89M | |
| 4 |
Amplify Etho Climate Leadership US ETF
ETHO
|
+$1.85M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.46M |
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 | |
|---|---|---|---|---|---|---|
126
Invesco Preferred ETF
PGX
$3.88B
| $162K | 0.06% |
14,600
+400
|
|
||
127
Invesco Financial Preferred ETF
PGF
$766M
| $141K | 0.05% |
10,000
|
|
||
128
Chevron
CVX
$305B
| – | – |
-1,204
|
|
||
|
FISV
129
Fiserv Inc
FISV
$33.7B
| – | – |
-1,045
|
|
||
130
State Street Nuveen Municipal Bond ESG ETF
MBNE
$13.1M
| – | – |
-9,304
|
|
||
131
Monster Beverage
MNST
$74.2B
| – | – |
-3,500
|
|
||
132
Raymond James Financial
RJF
$30.6B
| – | – |
-2,061
|
|
||
133
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
| – | – |
-3,331
|
|
||
134
UnitedHealth
UNH
$293B
| – | – |
-590
|
|