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
$113K
AUM Growth
-$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.79K
2
+$3.09K
3
+$2.87K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.15K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.81K

Top Sells

1
+$455K
2
+$280K
3
+$272K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$257K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$248K

Sector Composition

1 Technology 13.07%
2 Financials 4.58%
3 Consumer Discretionary 2.76%
4 Consumer Staples 0.75%
5 Communication Services 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2K 9.09%
1,108
-49,206
2
$9.48K 8.42%
38,938
-68,908
3
$8.94K 7.94%
50,314
-130,951
4
$8.82K 7.83%
18,849
-268,812
5
$8.45K 7.5%
23,284
-68,017
6
$7.31K 6.49%
155,267
+45,731
7
$4.45K 3.95%
65,458
+42,174
8
$4.33K 3.84%
109,536
-45,731
9
$4.04K 3.58%
725,060
+680,676
10
$3.69K 3.28%
287,661
+241,194
11
$3.33K 2.95%
107,846
+42,388
12
$3.16K 2.81%
91,301
+52,363
13
$2.22K 1.97%
46,467
+24,431
14
$1.89K 1.68%
4,786
-25,972
15
$1.41K 1.25%
3,730
-15,119
16
$1.39K 1.23%
3,340
-7,120
17
$1.35K 1.2%
15,379
-5,876
18
$1.34K 1.19%
21,255
-12,777
19
$1.15K 1.02%
19,599
+12,490
20
$1.08K 0.96%
19,726
+15,579
21
$1.04K 0.93%
4,130
-3,992
22
$1.02K 0.91%
11,203
+554
23
$887 0.79%
3,149
-16,577
24
$878 0.78%
8,122
-832
25
$822 0.73%
11,096
+2,375
1
2 3 4