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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 $319,746,948
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 72,774 $27,366,103 8.55%
2.
Schwab Strategic Trust
 FNDF 292,510 $22,268,788 6.96%
3.
Apple Inc.
 AAPL 108,099 $20,812,213 6.5%
4.
Vanguard Index Fds
 51,188 $15,913,420 4.97%
5.
Spdr Series Trust
 267,531 $14,954,985 4.67%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)