FI

Finivi Inc. Portfolio holdings

AUM $157M
1-Year Est. Return 37.64%
This Quarter Est. Return
1 Year Est. Return
+37.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$874K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$246K
3
+$216K
4
PLTR icon
Palantir
PLTR
+$204K
5
NVDA icon
NVIDIA
NVDA
+$193K

Top Sells

1
+$531K
2
+$516K
3
+$386K
4
EMR icon
Emerson Electric
EMR
+$214K
5
EIX icon
Edison International
EIX
+$213K

Sector Composition

1 Technology 18.31%
2 Financials 14.36%
3 Communication Services 11.76%
4 Consumer Staples 11.22%
5 Consumer Discretionary 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.25%
9,086
+225
27
$1.53M 1.23%
24,693
-56
28
$1.43M 1.15%
2,286
+117
29
$1.08M 0.87%
2,123
+175
30
$1.06M 0.85%
13,902
+3,365
31
$1.06M 0.85%
1,937
+135
32
$1.02M 0.82%
24,596
+1,592
33
$992K 0.8%
7,477
-83
34
$942K 0.76%
13,053
+558
35
$917K 0.74%
1,954
-20
36
$906K 0.73%
3,000
37
$900K 0.72%
5,670
+14
38
$865K 0.7%
11,879
+693
39
$847K 0.68%
2,940
+120
40
$835K 0.67%
5,970
+766
41
$826K 0.66%
26,821
+3,250
42
$804K 0.65%
19,259
-67
43
$786K 0.63%
10,720
+89
44
$694K 0.56%
1,401
+90
45
$684K 0.55%
101,639
+9,417
46
$678K 0.55%
3,973
+402
47
$663K 0.53%
5,439
+62
48
$659K 0.53%
31,049
+1,013
49
$657K 0.53%
1,793
+12
50
$653K 0.53%
2,526
+317
1
2
3 4