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
$317M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.54M
3
+$847K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$469K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$416K

Top Sells

1
+$7.21M
2
+$6.25M
3
+$6.04M
4
NVDA icon
NVIDIA
NVDA
+$4.33M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.13M

Sector Composition

1 Technology 17.68%
2 Financials 7.85%
3 Consumer Discretionary 2.45%
4 Consumer Staples 1.57%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$252K 0.08%
2,061
127
$251K 0.08%
2,600
-4,164
128
$251K 0.08%
1,017
-843
129
$250K 0.08%
4,800
130
$247K 0.08%
2,072
-140
131
$243K 0.08%
3,688
-3,664
132
$242K 0.08%
1,389
133
$239K 0.08%
509
-457
134
$238K 0.08%
1,566
-414
135
$234K 0.07%
4,826
+180
136
$226K 0.07%
+833
137
$224K 0.07%
5,368
-7,468
138
$221K 0.07%
250
-49
139
$221K 0.07%
1,840
140
$209K 0.07%
6,940
141
$207K 0.07%
1,030
-151
142
$205K 0.06%
736
-589
143
$202K 0.06%
+914
144
$175K 0.06%
+14,200
145
$157K 0.05%
+10,000
146
– –
-1
147
– –
-12,439
148
– –
-1,411
149
– –
-2,553
150
– –
-2,210
3 4 5
6
7