FI
Financial Insights Portfolio holdings
AUM
$274M
This Quarter Return
-9.98%
1 Year Return
+14.37%
3 Year Return
+68.57%
5 Year Return
+100.68%
10 Year Return
–
AUM
$89.6M
AUM Growth
–
Cap. Flow
+$89.6M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.96%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$8.64M |
| 2 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$8.14M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$7.56M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$7.44M |
| 5 |
Microsoft
MSFT
|
$5.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9.34% |
| 2 | Technology | 8.07% |
| 3 | Consumer Discretionary | 2.69% |
| 4 | Industrials | 1% |
| 5 | Healthcare | 0.63% |
