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
51
$584K 0.45%
17,422
+3,582
52
$563K 0.44%
682
-1
53
$554K 0.43%
19,828
54
$520K 0.4%
5,445
55
$511K 0.4%
5,948
+2,329
56
$507K 0.39%
8,875
+464
57
$497K 0.39%
9,594
-650
58
$425K 0.33%
3,392
-83
59
$417K 0.32%
1,655
60
$406K 0.32%
14,358
+239
61
$400K 0.31%
423
+2
62
$399K 0.31%
1,384
63
$395K 0.31%
1,077
+4
64
$389K 0.3%
2,328
+23
65
$388K 0.3%
15,482
-1,816
66
$386K 0.3%
19,520
-1,000
67
$383K 0.3%
3,903
-295
68
$380K 0.3%
1,550
+17
69
$359K 0.28%
4,370
-715
70
$357K 0.28%
5,280
71
$356K 0.28%
2,219
-100
72
$354K 0.28%
10,610
-150
73
$354K 0.28%
11,264
-1,270
74
$346K 0.27%
1,308
-10
75
$346K 0.27%
11,225
1 2
3
4 5