FI
Finivi Inc. Portfolio holdings
AUM
$157M
1-Year Est. Return
37.64%
1 Year Est. Return
+37.64%
AUM
$148M
AUM Growth
+$23.3M
(+19%)
Holding
103
Top Buys
| 1 | +$2.46M | |
| 2 | +$1.32M | |
| 3 | +$1.18M | |
| 4 |
Waste Management
WM
|
+$781K |
| 5 |
TJX Companies
TJX
|
+$620K |
Top Sells
| 1 | +$2.62M | |
| 2 | +$756K | |
| 3 | +$659K | |
| 4 |
PepsiCo
PEP
|
+$593K |
| 5 |
Eversource Energy
ES
|
+$313K |
Sector Composition
| 1 | Technology | 20.58% |
| 2 | Financials | 15.38% |
| 3 | Communication Services | 11.78% |
| 4 | Consumer Staples | 9.69% |
| 5 | Consumer Discretionary | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Airlines Group
AAL
$10.4B
| – | – |
-10,249
|
|
||
102
Kimco Realty
KIM
$13.5B
| – | – |
-31,049
|
|
||
|
103
PepsiCo
PEP
$203B
| – | – |
-3,957
|
|