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
76
$275K 0.27%
+5,873
77
$268K 0.26%
+1,092
78
$266K 0.26%
+2,907
79
$261K 0.25%
+1,693
80
$258K 0.25%
+1,520
81
$252K 0.25%
+1,706
82
$251K 0.24%
+1,618
83
$251K 0.24%
+1,648
84
$248K 0.24%
+1,151
85
$247K 0.24%
+5,400
86
$232K 0.23%
+2,596
87
$231K 0.23%
+1,550
88
$220K 0.21%
+569
89
$216K 0.21%
+856
90
$25.9K 0.03%
+14,544
1 2 3
4