Holdings of Financial Insights, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 110 in 1 countries
- Top ten
- 61.6 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Deere & Co | 432 | 243.3K $ | |
| 102 | iShares ESG Optimized MSCI USA ETF | 1,840 | 243.1K $ | |
| 103 | WisdomTree Trust | 3,563 | 239.5K $ | |
| 104 | DFA Dimensional US Marketwide Value ETF | 4,852 | 235.1K $ | |
| 105 | General Electric Co | 824 | 233.8K $ | |
| 106 | PROSHARES TRUST | 5,333 | 222.3K $ | |
| 107 | Monster Beverage Corp | 3,000 | 217.4K $ | |
| 108 | Oracle Corp | 1,445 | 212.6K $ | |
| 109 | Diamondback Energy Inc | 1,044 | 206.5K $ | |
| 110 | Invesco Preferred ETF | 10,600 | 115.3K $ |
Sector breakdown
- Technology 12.5 %
- Financials 3.4 %
- Funds 2.2 %
- Consumer discretionary 2.1 %
- Consumer staples 1.5 %
- Communication 1.0 %
- Industrials 0.8 %
- Health care 0.7 %
- Energy 0.5 %
- Real estate 0.1 %
- Unattributed 75.1 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 100.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 110 | 282.6M $ | 100.00 % |
Cite this page
Titelia. "Holdings of Financial Insights, Inc.". https://titelia.com/en/funds/US13F1642058