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
$104M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$377K
2
+$294K
3
+$276K
4
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$235K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$223K

Top Sells

1
+$200K
2
+$114K
3
+$71.7K
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$71K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$49.4K

Sector Composition

1 Technology 9.04%
2 Financials 5.54%
3 Consumer Discretionary 2.63%
4 Industrials 1.04%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.57M 9.17%
107,808
+2,170
2
$9.37M 8.97%
183,194
+2,109
3
$8.56M 8.2%
291,167
+642
4
$8.08M 7.74%
110,308
+742
5
$6.99M 6.69%
50,246
-151
6
$5.66M 5.42%
155,917
+5,713
7
$4.89M 4.69%
23,532
+91
8
$4.76M 4.56%
39,800
+934
9
$4.73M 4.53%
88,874
+649
10
$4.32M 4.14%
46,358
+1,361
11
$3.77M 3.61%
66,033
+1,590
12
$2.45M 2.34%
43,820
-2,044
13
$1.76M 1.68%
21,835
+975
14
$1.55M 1.49%
17,549
-438
15
$1.49M 1.43%
9,341
+160
16
$1.37M 1.31%
8,895
-466
17
$1.34M 1.29%
10,484
-33
18
$1.28M 1.22%
8,453
-14
19
$1.14M 1.1%
29,229
+1,333
20
$1.13M 1.08%
20,390
+900
21
$1.05M 1.01%
11,865
+400
22
$1.03M 0.99%
11,183
23
$1.01M 0.97%
15,781
+3,048
24
$880K 0.84%
2,313
-8
25
$838K 0.8%
9,660
-140
1
2 3