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
1
$7.11M 5.72%
15,159
+461
2
$4.94M 3.98%
22,262
+575
3
$4.89M 3.94%
25,716
+660
4
$4.84M 3.9%
12,898
+484
5
$4.39M 3.53%
50,004
-468
6
$4.33M 3.48%
8,121
+256
7
$4.1M 3.3%
7,121
+236
8
$4M 3.22%
25,612
+845
9
$3.97M 3.2%
23,728
+392
10
$3.84M 3.09%
4,653
+42
11
$3.4M 2.73%
35,550
+1,725
12
$3.38M 2.72%
3,576
+93
13
$3.18M 2.56%
26,772
+508
14
$3.12M 2.51%
110,390
+8,701
15
$3.01M 2.43%
9,651
+117
16
$3.01M 2.42%
22,950
+960
17
$2.98M 2.4%
27,526
+1,780
18
$2.83M 2.28%
11,554
+407
19
$2.67M 2.15%
260,769
+9,675
20
$2.66M 2.14%
13,317
+773
21
$2.65M 2.13%
39,138
-32
22
$2.37M 1.91%
4,525
+121
23
$2.26M 1.82%
24,230
+350
24
$2.19M 1.76%
30,926
-328
25
$1.9M 1.53%
26,827
+1,406
1
2 3 4