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
76
$277K 0.22%
2,298
+153
77
$256K 0.21%
1,082
+1
78
$255K 0.21%
1,154
+77
79
$231K 0.19%
909
+71
80
$225K 0.18%
411
81
$225K 0.18%
829
+15
82
$218K 0.18%
822
+93
83
$210K 0.17%
27,715
+3,943
84
$206K 0.17%
2,088
-276
85
$204K 0.16%
+2,415
86
$108K 0.09%
+10,249
87
– –
-1,709
88
– –
-11,404
89
– –
-1,726
90
– –
-2,670
91
– –
-1,791
1 2 3
4