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
$246M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M
2 +$4.56M
3 +$4.16M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$4.01M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.03M

Top Sells

1 +$3.28M
2 +$1.55M
3 +$1.49M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.38M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.03M

Sector Composition

1 Technology 18.84%
2 Financials 5.38%
3 Consumer Discretionary 3.14%
4 Healthcare 3.08%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,609
177
-6,765