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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
101
-1,163
102
-1,525