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
$149M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.54M
2
+$5.21M
3
+$4.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.23M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.66M

Top Sells

1
+$1.16M
2
+$775K
3
+$261K
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$227K
5
AMAT icon
Applied Materials
AMAT
+$215K

Sector Composition

1 Technology 21.33%
2 Financials 5.91%
3 Consumer Discretionary 3.3%
4 Consumer Staples 2.81%
5 Healthcare 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,309
127
– –
-5,643
128
– –
-887
2 3 4 5
6