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
$269M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.08M
3
+$574K
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$458K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$309K

Top Sells

1
+$9.65M
2
+$5.4M
3
+$3.67M
4
AAPL icon
Apple
AAPL
+$2.52M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.06M

Sector Composition

1 Technology 15.42%
2 Financials 8.15%
3 Consumer Discretionary 2.16%
4 Consumer Staples 1.33%
5 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
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