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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
51
$756K 0.48%
3,422
+7
52
$745K 0.47%
1,838
+3
53
$726K 0.46%
5,025
+4
54
$713K 0.45%
14,966
+62
55
$702K 0.45%
5,669
-7
56
$664K 0.42%
2,870
-33
57
$644K 0.41%
1,441
-14
58
$630K 0.4%
1,321
+19
59
$629K 0.4%
3,638
-3
60
$628K 0.4%
658
-1,661
61
$564K 0.36%
9,389
+184
62
$552K 0.35%
102,381
-5
63
$516K 0.33%
6,287
+56
64
$506K 0.32%
+9,736
65
$495K 0.32%
689
-92
66
$489K 0.31%
1,982
+7
67
$473K 0.3%
6,027
68
$471K 0.3%
791
+36
69
$466K 0.3%
10,440
-512
70
$464K 0.3%
1,542
-49
71
$447K 0.28%
2,410
-28
72
$427K 0.27%
28,155
+91
73
$423K 0.27%
9,616
+78
74
$416K 0.27%
2,260
+55
75
$392K 0.25%
2,344
1 2
3
4 5