Portfolio (Quarterly)
Guide ↗
Financial Insights, Inc.
· CIK 0001642058| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LDUR | PIMCO ETF TR | — | 3,478.0 | $333K | 0.11% | +1K | +53.3% | $95.81 | -0.3% |
| 42 | VNQ | VANGUARD INDEX FDS | — | 3,434.0 | $305K | 0.10% | +100.0 | +3.0% | $88.71 | +10.5% |
| 43 | BA | BOEING CO | Industrials | 1,514.0 | $301K | 0.10% | +44.0 | +3.0% | $199.08 | +14.3% |
| 44 | HD | HOME DEPOT INC | Consumer Cyclical | 875.0 | $288K | 0.09% | +11.0 | +1.3% | $328.89 | +2.5% |
| 45 | GE | GE AEROSPACE | Industrials | 824.0 | $234K | 0.08% | +44.0 | +5.6% | $283.77 | +23.9% |
| 46 | TQQQ | PROSHARES TR | — | 5,333.0 | $222K | 0.07% | +195.0 | +3.8% | $41.68 | +91.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.9%
Financial Services
26.3%
Consumer Cyclical
7.8%
Consumer Defensive
5.7%
Communication Services
3.8%
Industrials
2.9%
Energy
2.7%
Healthcare
2.6%
Utilities
0.8%
Real Estate
0.4%