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Home > Institutional Investor > Financial Insights, Inc. > Profile

Instuitional Investor - Financial Insights, Inc.

Fund Profile
Filing Period:
Fund Name: Financial Insights, Inc.
Portfolio Value $273,777,782
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 442,147 $32,139,701 11.74%
2.
Schwab Strategic Trust
 FNDF 908,983 $24,088,042 8.8%
3.
Microsoft Corp
 MSFT 48,337 $24,043,426 8.78%
4.
Dbx Etf Tr - XTRACK MSCI EAFE
 347,238 $15,191,679 5.55%
5.
Vanguard Index Fds - GROWTH ETF
 33,005 $14,469,384 5.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)