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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 $379,927,483
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 542,614 $47,684,938 12.55%
2.
Schwab Strategic Trust
 SCHD 965,398 $30,612,765 8.06%
3.
Dbx Etf Tr - XTRACK MSCI EAFE
 402,788 $22,004,330 5.79%
4.
Invesco Qqq Tr
 29,790 $21,937,708 5.77%
5.
American Centy Etf Tr
 206,355 $18,563,696 4.89%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.