FI

Financial Insights Portfolio holdings

AUM $298M
1-Year Est. Return 15.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.88%
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
+$1.84M
2
+$1.12M
3
+$576K
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$477K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$312K

Top Sells

1
+$5.46M
2
+$3.77M
3
+$2.37M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.07M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$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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