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
$320M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.93M
3
+$3.52M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.82M
5
AMD icon
Advanced Micro Devices
AMD
+$1.4M

Top Sells

1
+$10.2M
2
+$1.73M
3
+$894K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$780K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$715K

Sector Composition

1 Technology 19.64%
2 Financials 5.64%
3 Consumer Discretionary 3.33%
4 Healthcare 3.03%
5 Energy 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 8.56%
72,774
+386
2
$22.3M 6.96%
877,530
-14,850
3
$20.8M 6.51%
108,099
+749
4
$15.9M 4.98%
51,188
-572
5
$15M 4.68%
267,531
+88,228
6
$13.1M 4.11%
274,230
-36,119
7
$12.7M 3.99%
436,055
-21,056
8
$11.6M 3.64%
275,768
+83,440
9
$9.5M 2.97%
256,889
+49,174
10
$8.36M 2.61%
236,038
-20,186
11
$7.28M 2.28%
20,401
-178
12
$5.87M 1.84%
+14,338
13
$5.26M 1.65%
22,624
-3,353
14
$5.1M 1.6%
47,058
+652
15
$4.94M 1.55%
145,316
+3,063
16
$4.11M 1.28%
73,861
+12,926
17
$3.97M 1.24%
26,113
+979
18
$3.96M 1.24%
23,234
19
$3.84M 1.2%
17,992
-1,572
20
$3.8M 1.19%
76,720
+4,430
21
$3.31M 1.03%
23,673
+1,653
22
$3.27M 1.02%
71,518
-1,022
23
$3.04M 0.95%
15,780
24
$3M 0.94%
4,548
+74
25
$2.35M 0.73%
43,601
-2,251
1
2 3 4 5