FI
Financial Insights Portfolio holdings
AUM
$274M
This Quarter Return
+10.55%
1 Year Return
+14.37%
3 Year Return
+68.57%
5 Year Return
+100.68%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+6.6%)
Cap. Flow
-$3.19M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
52.36%
Holding
86
New
7
Increased
23
Reduced
32
Closed
–
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$235K |
| 2 |
Vanguard Total Bond Market
BND
|
$217K |
| 3 |
Lowe's Companies
LOW
|
$215K |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$214K |
| 5 |
Vanguard Growth ETF
VUG
|
$209K |
Top Sells
Sector Composition
| 1 | Technology | 21.85% |
| 2 | Financials | 6.83% |
| 3 | Consumer Discretionary | 4.04% |
| 4 | Consumer Staples | 1.72% |
| 5 | Communication Services | 0.71% |
