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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
76
$390K 0.25%
7,739
-21
77
$377K 0.24%
2,431
78
$365K 0.23%
2,001
-331
79
$365K 0.23%
1,516
+48
80
$349K 0.22%
14,438
+479
81
$320K 0.2%
772
-11
82
$305K 0.19%
816
83
$303K 0.19%
2,239
-207
84
$303K 0.19%
2,235
+178
85
$280K 0.18%
1,157
-6
86
$262K 0.17%
6,691
-9
87
$259K 0.17%
1,096
+2
88
$253K 0.16%
1,317
+6
89
$252K 0.16%
1,920
+1
90
$252K 0.16%
3,335
-400
91
$251K 0.16%
1,646
+66
92
$243K 0.15%
104
+10
93
$241K 0.15%
1,806
+63
94
$240K 0.15%
423
+11
95
$240K 0.15%
+1,614
96
$220K 0.14%
842
-40
97
$218K 0.14%
+1,276
98
– –
-290
99
– –
-1,916
100
– –
-4,679
1 2 3
4
5