FSBI

Fearless Solutions (Best Invest) Portfolio holdings

AUM $156M
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$921K
2
+$860K
3
+$832K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$352K
5
PLTR icon
Palantir
PLTR
+$265K

Top Sells

1
+$367K
2
+$314K
3
+$312K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$258K
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$190K

Sector Composition

1 Technology 11.79%
2 Financials 8.5%
3 Consumer Discretionary 5.12%
4 Communication Services 2.92%
5 Healthcare 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.17%
40,859
+75
27
$1.49M 1.16%
29,932
-127
28
$1.35M 1.05%
15,383
-68
29
$1.08M 0.84%
4,152
+357
30
$1.03M 0.8%
50,393
-1,630
31
$1.03M 0.8%
16,276
+240
32
$1.01M 0.78%
21,637
-318
33
$992K 0.77%
1,721
+18
34
$950K 0.74%
3,541
+23
35
$921K 0.72%
+19,564
36
$888K 0.69%
32,526
-310
37
$832K 0.65%
+12,203
38
$832K 0.65%
33,991
-2,937
39
$832K 0.65%
30,175
-992
40
$810K 0.63%
2,312
41
$783K 0.61%
4,202
-117
42
$779K 0.61%
5,898
+4
43
$761K 0.59%
4,870
-65
44
$754K 0.59%
24,499
+2,762
45
$739K 0.57%
15,996
-389
46
$708K 0.55%
16,821
-465
47
$688K 0.53%
15,080
-275
48
$664K 0.52%
1,246
+11
49
$597K 0.46%
5,024
+34
50
$595K 0.46%
20,995
-260
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2
3 4 5