Long-term investor
Financial Insights, Inc. @financialinsightsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001642058).
Record
- Tracked since 2025-09-30 (349 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +9.2%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 12.6% · long · since 2025-09-30
- SCHD · 8.1% · long · since 2025-09-30
- DBEF · 5.8% · long · since 2025-09-30
- 46090E103 · 5.8% · long · since 2025-09-30
- AVLC · 4.9% · long · since 2026-06-30
- MSFT · 4.5% · long · since 2025-09-30
- SPSM · 4.2% · long · since 2025-09-30
- AAPL · 3.8% · long · since 2025-09-30
- VUG · 3.4% · long · since 2025-09-30
- CASH · 2.9% · long · since 2026-06-30
- SPEM · 2.2% · long · since 2025-09-30
- VEA · 1.7% · long · since 2025-09-30