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
$246M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.87M
3
+$4.22M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.04M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.01M

Top Sells

1
+$3.24M
2
+$1.57M
3
+$1.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.42M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.06M

Sector Composition

1 Technology 18.84%
2 Financials 5.38%
3 Consumer Discretionary 3.14%
4 Healthcare 3.08%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$318K 0.13%
3,171
-1,828
127
$316K 0.13%
+1,650
128
$311K 0.13%
1,016
-117
129
$304K 0.12%
10,797
-186
130
$298K 0.12%
2,426
131
$294K 0.12%
+7,868
132
$292K 0.12%
8,440
+1,230
133
$291K 0.12%
2,800
-1,440
134
$291K 0.12%
14,600
-226
135
$290K 0.12%
16,692
-16,908
136
$286K 0.12%
9,896
137
$286K 0.12%
2,926
+329
138
$285K 0.12%
4,602
139
$284K 0.12%
+1,338
140
$275K 0.11%
758
-133
141
$274K 0.11%
+1,435
142
$274K 0.11%
+1,112
143
$266K 0.11%
4,300
-600
144
$265K 0.11%
7,090
-11,378
145
$259K 0.11%
4,800
146
$256K 0.1%
6,624
-8,058
147
$253K 0.1%
2,294
148
$250K 0.1%
15,000
+1,000
149
$249K 0.1%
2,556
-2,267
150
$245K 0.1%
5,229
4 5
6
7 8