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
$280M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$7.09M
3
+$6.69M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$2.76M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$4.7M
2
+$2.23M
3
+$1.81M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.57M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.5M

Sector Composition

1 Technology 19.5%
2 Financials 9.23%
3 Consumer Discretionary 3.19%
4 Healthcare 3.05%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.11%
18,325
-7,345
127
$288K 0.1%
4,800
+400
128
$287K 0.1%
1,686
-114
129
$284K 0.1%
2,895
-296
130
$283K 0.1%
10,124
-363
131
$274K 0.1%
16,692
132
$274K 0.1%
9,310
-13,869
133
$256K 0.09%
4,530
-105
134
$248K 0.09%
13,600
-1,000
135
$247K 0.09%
9,452
-706
136
$245K 0.09%
4,800
137
$243K 0.09%
2,224
-70
138
$241K 0.09%
2,527
-2,444
139
$231K 0.08%
+9,393
140
$220K 0.08%
+7,700
141
$214K 0.08%
+2,212
142
$212K 0.08%
3,171
-759
143
$212K 0.08%
807
144
$210K 0.07%
5,742
145
$206K 0.07%
4,536
146
$204K 0.07%
418
-179
147
$200K 0.07%
6,052
+79
148
– –
-3,211
149
– –
-5,991
150
– –
-4,511
3 4 5
6
7