FI

Financial Insights Portfolio holdings

AUM $274M
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$7.49M
3
+$7.3M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$2.94M
5
AAPL icon
Apple
AAPL
+$2.65M

Top Sells

1
+$4.7M
2
+$2.23M
3
+$1.96M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.79M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.57M

Sector Composition

1 Technology 19.5%
2 Financials 9.23%
3 Consumer Discretionary 3.19%
4 Healthcare 3.05%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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-3,211
153
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154
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-6,261
155
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-3,340
156
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-6,039
157
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-2,061
158
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-2,390
159
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-13,584
160
– –
-1,042
3 4 5 6
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