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
$359M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$2.34M
3
+$2.25M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.07M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.02M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.23M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.18M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.09M

Sector Composition

1 Technology 19.22%
2 Financials 8.39%
3 Consumer Discretionary 2.78%
4 Healthcare 2.65%
5 Energy 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K 0.1%
747
-50
127
$340K 0.09%
1,942
-33
128
$336K 0.09%
1,345
-429
129
$330K 0.09%
4,800
130
$326K 0.09%
1,345
-447
131
$326K 0.09%
16,692
132
$322K 0.09%
807
133
$302K 0.08%
8,485
-75
134
$295K 0.08%
+2,250
135
$292K 0.08%
9,387
-65
136
$287K 0.08%
6,089
137
$285K 0.08%
4,800
138
$284K 0.08%
2,212
139
$281K 0.08%
13,600
140
$279K 0.08%
4,563
141
$279K 0.08%
2,527
142
$270K 0.08%
2,224
143
$265K 0.07%
2,061
144
$259K 0.07%
466
145
$259K 0.07%
9,393
146
$258K 0.07%
4,536
147
$254K 0.07%
14,302
-1,858
148
$254K 0.07%
453
-32
149
$251K 0.07%
1,309
150
$250K 0.07%
+1,373
3 4 5
6
7