Financial Insights, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FI Financial Insights, Inc. | Institutional Filer | ▲ 232.01% | $909.0M | 150 |
Current Portfolio Holdings
Showing top 401 reported positions by value (Total positions in database: 150)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 535K | $41.0M | 4.51% |
| 2 | SPYM | SPDR SERIES TRUST | — | 484K | $38.8M | 4.27% |
| 3 | SPYM | SPDR SERIES TRUST | — | 466K | $36.5M | 4.02% |
| 4 | SCHD | SCHWAB STRATEGIC TR | — | 941K | $28.9M | 3.18% |
| 5 | MSFT | Microsoft Corporation | Technology | 49K | $25.3M | 2.78% |
| 6 | SCHD | SCHWAB STRATEGIC TR | — | 910K | $25.0M | 2.75% |
| 7 | SCHD | SCHWAB STRATEGIC TR | — | 904K | $24.7M | 2.71% |
| 8 | MSFT | Microsoft Corporation | Technology | 48K | $23.3M | 2.56% |
| 9 | DBEF | DBX ETF TR | — | 397K | $19.6M | 2.16% |
| 10 | DBEF | DBX ETF TR | — | 367K | $17.6M | 1.94% |
| 11 | DBEF | DBX ETF TR | — | 365K | $17.0M | 1.87% |
| 12 | MSFT | Microsoft Corporation | Technology | 46K | $16.9M | 1.86% |
| 13 | QQQ | Invesco QQQ Trust | — | 28K | $16.1M | 1.77% |
| 14 | QQQ | Invesco QQQ Trust | — | 25K | $15.6M | 1.72% |
| 15 | VUG | VANGUARD INDEX FDS | — | 32K | $15.3M | 1.69% |
Showing 1 to 15 of 401 holdings