FI
Finivi Inc. Portfolio holdings
AUM
$157M
1-Year Est. Return
37.64%
1 Year Est. Return
+37.64%
AUM
$157M
AUM Growth
+$9.43M
(+6.4%)
Holding
102
Top Buys
| 1 | +$506K | |
| 2 | +$240K | |
| 3 | +$218K | |
| 4 |
Exxon Mobil
XOM
|
+$117K |
| 5 |
Eli Lilly
LLY
|
+$72.5K |
Top Sells
| 1 | +$1.58M | |
| 2 | +$845K | |
| 3 | +$721K | |
| 4 |
Strategy Inc
MSTR
|
+$616K |
| 5 |
Eversource Energy
ES
|
+$454K |
Sector Composition
| 1 | Technology | 20.94% |
| 2 | Financials | 16.12% |
| 3 | Communication Services | 11.54% |
| 4 | Consumer Discretionary | 9.61% |
| 5 | Consumer Staples | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Dell
DELL
$83.8B
| – | – |
-1,916
|
|
||
102
Axon Enterprise
AXON
$47.2B
| – | – |
-290
|
|