FI
Finivi Inc Portfolio holdings
AUM
$173M
1-Year Est. Return
34.75%
This Fund
S&P 500
1 Year Est. Return
+34.75%
AUM
$173M
AUM Growth
+$15.9M
(+10%)
Holding
104
Top Buys
| 1 | +$9.29M | |
| 2 | +$8.29M | |
| 3 | +$1.23M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$772K |
| 5 |
Philip Morris
PM
|
+$511K |
Top Sells
| 1 | +$681K | |
| 2 | +$577K | |
| 3 | +$524K | |
| 4 |
Robinhood
HOOD
|
+$456K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Mastercard
MA
$482B
| $223K | 0.13% |
391
-32
|
|
||
102
Mercado Libre
MELI
$102B
| $218K | 0.13% |
108
+4
|
|
||
103
Blackstone
BX
$105B
| $202K | 0.12% |
1,310
+34
|
|
||
104
General Mills
GIS
$26.2B
| – | – |
-7,739
|
|