FI
Financial Insights Portfolio holdings
AUM
$298M
1-Year Est. Return
15.88%
This Fund
S&P 500
1 Year Est. Return
+15.88%
AUM
$298M
AUM Growth
-$3.63M
(-1.2%)
Holding
146
Top Buys
| 1 | +$1.41M | |
| 2 | +$1.25M | |
| 3 | +$1.14M | |
| 4 |
Amplify International Enhanced Dividend Income ETF
IDVO
|
+$1.1M |
| 5 |
State Street SPDR ICE Preferred Securities ETF
PSK
|
+$507K |
Top Sells
| 1 | +$8.47M | |
| 2 | +$915K | |
| 3 | +$899K | |
| 4 |
TCW Transform 500 ETF
VOTE
|
+$892K |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$444K |
Sector Composition
| 1 | Technology | 14.5% |
| 2 | Consumer Discretionary | 1.99% |
| 3 | Consumer Staples | 1.29% |
| 4 | Financials | 1.05% |
| 5 | Industrials | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lowe's Companies
LOW
$136B
| $201K | 0.07% |
833
|
|
||
127
Deere & Co
DE
$158B
| $201K | 0.07% |
+431
|
|
||
128
Invesco Preferred ETF
PGX
$3.94B
| $119K | 0.04% |
10,600
-4,000
|
|
||
129
Berkshire Hathaway Class B
BRK.B
$1.02T
| – | – |
-16,853
|
|
||
130
Chubb
CB
$128B
| – | – |
-872
|
|
||
131
Chipotle Mexican Grill
CMG
$45.7B
| – | – |
-5,433
|
|
||
132
DexCom
DXCM
$23.6B
| – | – |
-3,260
|
|
||
133
Eaton
ETN
$152B
| – | – |
-648
|
|
||
134
Diamondback Energy
FANG
$52.5B
| – | – |
-1,544
|
|
||
135
Grayscale Bitcoin Trust
GBTC
$30.8B
| – | – |
-2,616
|
|
||
136
Alphabet (Google) Class A
GOOGL
$4.06T
| – | – |
-3,765
|
|
||
137
Motorola Solutions
MSI
$73.9B
| – | – |
-534
|
|
||
138
NextEra Energy
NEE
$191B
| – | – |
-2,983
|
|
||
139
NXP Semiconductors
NXPI
$54B
| – | – |
-1,106
|
|
||
140
Realty Income
O
$60.3B
| – | – |
-3,398
|
|
||
141
Invesco Financial Preferred ETF
PGF
$726M
| – | – |
-10,000
|
|
||
142
Philip Morris
PM
$244B
| – | – |
-1,313
|
|
||
143
S&P Global
SPGI
$129B
| – | – |
-447
|
|
||
144
Steris
STE
$21.6B
| – | – |
-942
|
|
||
145
Union Pacific
UNP
$149B
| – | – |
-1,654
|
|
||
146
Verizon
VZ
$196B
| – | – |
-5,587
|
|