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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 $269,392,704
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 359,871 $24,809,525 9.21%
2.
Schwab Strategic Trust
 FNDF 884,707 $24,170,186 8.97%
3.
Microsoft Corp
 MSFT 49,540 $20,881,270 7.75%
4.
Vanguard Index Fds - GROWTH ETF
 40,744 $16,723,059 6.21%
5.
Apple Inc.
 AAPL 63,347 $15,863,324 5.89%
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)