FI
Finivi Inc Portfolio holdings
AUM
$183M
1-Year Est. Return
37.03%
This Fund
S&P 500
1 Year Est. Return
+37.03%
AUM
$183M
AUM Growth
+$10.2M
(+5.9%)
Holding
115
Top Buys
| 1 | +$2.02M | |
| 2 | +$1.36M | |
| 3 | +$1.22M | |
| 4 |
Eli Lilly
LLY
|
+$735K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$734K |
Top Sells
| 1 | +$809K | |
| 2 | +$772K | |
| 3 | +$332K | |
| 4 |
Workday
WDAY
|
+$320K |
| 5 |
UnitedHealth
UNH
|
+$314K |
Sector Composition
| 1 | Technology | 15.62% |
| 2 | Financials | 11.94% |
| 3 | Communication Services | 9.66% |
| 4 | Consumer Staples | 9.05% |
| 5 | Consumer Discretionary | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Applied Industrial Technologies
AIT
$11.5B
| $212K | 0.12% |
799
-71
|
|
||
102
Chipotle Mexican Grill
CMG
$41.2B
| $211K | 0.12% |
6,582
+289
|
|
||
103
S&P Global
SPGI
$120B
| $208K | 0.11% |
489
-1,742
|
|
||
104
American Tower
AMT
$81B
| – | – |
-1,295
|
|
||
105
Apollo Global Management
APO
$75.9B
| – | – |
-1,865
|
|
||
106
Blackstone
BX
$146B
| – | – |
-1,310
|
|
||
107
Carvana
CVNA
$50.1B
| – | – |
-698
|
|
||
108
iShares Bitcoin Trust
IBIT
$65.5B
| – | – |
-15,543
|
|
||
109
Mastercard
MA
$433B
| – | – |
-391
|
|
||
110
Mercado Libre
MELI
$79.2B
| – | – |
-108
|
|
||
111
ServiceNow
NOW
$89.8B
| – | – |
-2,165
|
|
||
112
Shopify
SHOP
$124B
| – | – |
-1,577
|
|
||
|
113
Workday
WDAY
$29.1B
| – | – |
-1,488
|
|
||
|
ETH
114
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.81B
| – | – |
-8,401
|
|
||
|
BMNR
115
BitMine Immersion Technologies
BMNR
$12.1B
| – | – |
-10,027
|
|