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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$4.74M
3
+$4.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.96M
5
AMZN icon
Amazon
AMZN
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.25%
2 Consumer Discretionary 12.98%
3 Communication Services 11.01%
4 Healthcare 10.34%
5 Financials 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.55%
+1,637
52
$563K 0.55%
+16,978
53
$525K 0.51%
+12,534
54
$517K 0.5%
+2,703
55
$516K 0.5%
+9,570
56
$506K 0.49%
+1,942
57
$498K 0.49%
+5,293
58
$482K 0.47%
+7,803
59
$449K 0.44%
+17,575
60
$425K 0.42%
+2,445
61
$409K 0.4%
+11,869
62
$408K 0.4%
+6,027
63
$404K 0.39%
+12,338
64
$399K 0.39%
+8,802
65
$365K 0.36%
+6,191
66
$351K 0.34%
+2,514
67
$333K 0.32%
+1,125
68
$325K 0.32%
+2,300
69
$314K 0.31%
+1,139
70
$312K 0.3%
+3,453
71
$297K 0.29%
+675
72
$289K 0.28%
+7,653
73
$285K 0.28%
+557
74
$284K 0.28%
+4,756
75
$280K 0.27%
+618
1 2
3
4