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
51
$593K 0.48%
3,957
-6
52
$590K 0.47%
15,624
+135
53
$569K 0.46%
3,919
+152
54
$548K 0.44%
9,108
+329
55
$539K 0.43%
11,540
-38
56
$531K 0.43%
9,775
+471
57
$524K 0.42%
6,027
58
$490K 0.39%
1,399
+120
59
$486K 0.39%
3,390
+60
60
$474K 0.38%
7,925
+179
61
$470K 0.38%
3,042
+122
62
$437K 0.35%
9,633
+954
63
$430K 0.35%
1,493
-1,842
64
$423K 0.34%
1,283
+134
65
$403K 0.32%
2,430
-139
66
$357K 0.29%
2,431
67
$348K 0.28%
1,661
+37
68
$346K 0.28%
2,175
+295
69
$343K 0.28%
643
+141
70
$334K 0.27%
1,432
+203
71
$328K 0.26%
6,541
+462
72
$310K 0.25%
2,343
+1
73
$302K 0.24%
1,511
+96
74
$292K 0.23%
1,340
+73
75
$283K 0.23%
6,184
+4
1 2
3
4