FI

Financial Insights Portfolio holdings

AUM $274M
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.62M
3
+$3.14M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.74M
5
AMD icon
Advanced Micro Devices
AMD
+$1.12M

Top Sells

1
+$10.2M
2
+$1.62M
3
+$894K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$717K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$687K

Sector Composition

1 Technology 19.64%
2 Financials 5.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.03%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$335K 0.1%
1,975
+39
127
$319K 0.1%
4,800
128
$318K 0.1%
10,200
+2,500
129
$308K 0.1%
16,692
130
$306K 0.1%
4,065
+894
131
$302K 0.09%
2,064
-389
132
$292K 0.09%
16,160
-2,165
133
$291K 0.09%
6,089
-1,310
134
$288K 0.09%
13,600
135
$283K 0.09%
2,224
136
$278K 0.09%
8,560
-3,250
137
$278K 0.09%
9,452
138
$277K 0.09%
4,800
139
$272K 0.09%
807
140
$269K 0.08%
4,563
+33
141
$264K 0.08%
485
+67
142
$258K 0.08%
2,527
143
$257K 0.08%
+1,660
144
$255K 0.08%
9,393
145
$238K 0.07%
+1,208
146
$235K 0.07%
4,536
147
$230K 0.07%
+2,061
148
$229K 0.07%
2,212
149
$216K 0.07%
+1,309
150
$215K 0.07%
+466
3 4 5
6
7