FI

Finivi Inc Portfolio holdings

AUM $173M
1-Year Est. Return 34.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$8.29M
3
+$1.23M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$772K
5
PM icon
Philip Morris
PM
+$511K

Top Sells

1
+$681K
2
+$577K
3
+$524K
4
HOOD icon
Robinhood
HOOD
+$456K
5
NVDA icon
NVIDIA
NVDA
+$430K

Sector Composition

1 Technology 18.13%
2 Financials 14.06%
3 Communication Services 10.29%
4 Consumer Discretionary 8.35%
5 Consumer Staples 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AUR icon
76
Aurora
AUR
$8.44B
$403K 0.23%
104,911
+2,530
MMM icon
77
3M
MMM
$91B
$391K 0.23%
2,441
+10
PLTR icon
78
Palantir
PLTR
$323B
$357K 0.21%
2,010
+9
NLR icon
79
VanEck Uranium + Nuclear Energy ETF
NLR
$4.71B
$342K 0.2%
2,756
+521
NOW icon
80
ServiceNow
NOW
$105B
$332K 0.19%
2,165
-95
NUE icon
81
Nucor
NUE
$43.9B
$325K 0.19%
1,995
-244
WDAY icon
82
Workday
WDAY
$38B
$320K 0.18%
1,488
-28
PWR icon
83
Quanta Services
PWR
$76.1B
$308K 0.18%
730
-42
ROST icon
84
Ross Stores
ROST
$62.2B
$302K 0.17%
1,677
+31
FIVN icon
85
FIVE9
FIVN
$1.3B
$299K 0.17%
14,913
+475
CVNA icon
86
Carvana
CVNA
$51.5B
$295K 0.17%
698
+31
VZ icon
87
Verizon
VZ
$207B
$285K 0.16%
6,998
-2,618
JEPI icon
88
JPMorgan Equity Premium Income ETF
JEPI
$43.9B
$280K 0.16%
+4,896
IWM icon
89
iShares Russell 2000 ETF
IWM
$76.9B
$280K 0.16%
1,137
-20
ABT icon
90
Abbott
ABT
$198B
$272K 0.16%
2,175
-5,434
BMNR
91
BitMine Immersion Technologies
BMNR
$8.86B
$272K 0.16%
10,027
+291
APO icon
92
Apollo Global Management
APO
$76.7B
$270K 0.16%
1,865
+59
ETN icon
93
Eaton
ETN
$154B
$254K 0.15%
797
-19
SHOP icon
94
Shopify
SHOP
$155B
$254K 0.15%
1,577
-37
UNP icon
95
Union Pacific
UNP
$155B
$253K 0.15%
1,095
-1
EMR icon
96
Emerson Electric
EMR
$86.9B
$244K 0.14%
1,841
-79
ETH
97
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.45B
$236K 0.14%
+8,401
CMG icon
98
Chipotle Mexican Grill
CMG
$48.5B
$233K 0.13%
6,293
-398
AMT icon
99
American Tower
AMT
$83.6B
$227K 0.13%
1,295
-22
AIT icon
100
Applied Industrial Technologies
AIT
$10.6B
$223K 0.13%
870
+28
1 2 3
4
5