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
$317M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$1.54M
3
+$847K
4
VOTE icon
TCW Transform 500 ETF
VOTE
+$469K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$416K

Top Sells

1
+$7.21M
2
+$6.25M
3
+$6.04M
4
NVDA icon
NVIDIA
NVDA
+$4.33M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.13M

Sector Composition

1 Technology 17.68%
2 Financials 7.85%
3 Consumer Discretionary 2.45%
4 Consumer Staples 1.57%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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156
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163
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-895
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