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
$157M
AUM Growth
+$9.43M
(+6.4%)
Holding
102
Top Buys
| 1 | +$493K | |
| 2 | +$219K | |
| 3 | +$219K | |
| 4 |
Exxon Mobil
XOM
|
+$115K |
| 5 |
Costco
COST
|
+$72.8K |
Top Sells
| 1 | +$1.48M | |
| 2 | +$786K | |
| 3 | +$616K | |
| 4 |
Robinhood
HOOD
|
+$549K |
| 5 |
Eversource Energy
ES
|
+$418K |
Sector Composition
| 1 | Technology | 20.94% |
| 2 | Financials | 16.12% |
| 3 | Communication Services | 11.54% |
| 4 | Consumer Discretionary | 9.61% |
| 5 | Consumer Staples | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
101
Fiserv Inc
FISV
$28.8B
| – | – |
-1,163
|
|
||
102
Strategy Inc
MSTR
$43.6B
| – | – |
-1,525
|
|