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
$320M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.93M
3
+$3.52M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.82M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Top Sells

1
+$10.2M
2
+$1.73M
3
+$894K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$780K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$715K

Sector Composition

1 Technology 19.64%
2 Financials 5.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.03%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.07%
+414
152
$208K 0.07%
6,940
-3,184
153
$207K 0.06%
+956
154
$116K 0.04%
+10,100
155
– –
0
156
– –
-2,895
157
– –
-6,052
158
– –
-9,310
159
– –
-7,325
3 4 5 6
7