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FI

Finivi Inc Portfolio holdings

AUM $183M
1-Year Est. Return 37.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$219K
3
+$219K
4
XOM icon
Exxon Mobil
XOM
+$115K
5
COST icon
Costco
COST
+$72.8K

Top Sells

1
+$1.48M
2
+$786K
3
+$616K
4
HOOD icon
Robinhood
HOOD
+$549K
5
ES icon
Eversource Energy
ES
+$418K

Sector Composition

1 Technology 20.59%
2 Financials 16.12%
3 Communication Services 11.54%
4 Consumer Discretionary 9.96%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.54%
31,950
+136
27
$2.07M 1.32%
13,704
+113
28
$1.62M 1.03%
2,034
+38
29
$1.6M 1.02%
48,767
-8,061
30
$1.52M 0.97%
4,404
-110
31
$1.48M 0.94%
5,268
-608
32
$1.44M 0.92%
9,352
-5
33
$1.28M 0.82%
3,605
+65
34
$1.25M 0.8%
12,359
+429
35
$1.17M 0.74%
11,927
-240
36
$1.09M 0.69%
2,230
+45
37
$1.02M 0.65%
7,609
-22
38
$988K 0.63%
19,153
+91
39
$970K 0.62%
2,841
+12
40
$953K 0.61%
13,402
-6,376
41
$946K 0.6%
2,706
+38
42
$925K 0.59%
28,936
+895
43
$900K 0.57%
1,968
-9
44
$876K 0.56%
5,401
-33
45
$847K 0.54%
3,000
46
$822K 0.52%
4,016
+18
47
$812K 0.52%
3,986
-9
48
$796K 0.51%
3,276
+39
49
$786K 0.5%
10,877
+341
50
$775K 0.49%
10,838
+177
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2
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