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
$274M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.29M
3
+$1.76M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.17M

Top Sells

1
+$3.29M
2
+$2.3M
3
+$1.76M
4
ETHO icon
Amplify Etho Climate Leadership US ETF
ETHO
+$1.75M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.32M

Sector Composition

1 Technology 14.44%
2 Financials 4.45%
3 Consumer Discretionary 1.98%
4 Consumer Staples 1.39%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$162K 0.06%
14,600
+400
127
$141K 0.05%
10,000
128
– –
-1,204
129
– –
-1,045
130
– –
-9,304
131
– –
-3,500
132
– –
-2,061
133
– –
-3,331
134
– –
-590
2 3 4 5
6