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
76
$344K 0.27%
733
+12
77
$327K 0.25%
522
+29
78
$322K 0.25%
1,600
-10
79
$309K 0.24%
2,896
-200
80
$306K 0.24%
565
+2
81
$266K 0.21%
1,216
-135
82
$265K 0.21%
+3,135
83
$256K 0.2%
3,675
-420
84
$254K 0.2%
+2,411
85
$249K 0.19%
722
+5
86
$246K 0.19%
1,011
+5
87
$244K 0.19%
750
-34
88
$242K 0.19%
+988
89
$238K 0.19%
5,706
+58
90
$238K 0.19%
+9,330
91
$236K 0.18%
3,930
+55
92
$233K 0.18%
3,280
+155
93
$233K 0.18%
1,635
+50
94
$226K 0.18%
1,324
-50
95
$226K 0.18%
877
-12
96
$216K 0.17%
9,795
97
$215K 0.17%
1,470
98
$112K 0.09%
24,038
+260
99
$112K 0.09%
13,526
100
$91.3K 0.07%
43,680
-1,600
1 2 3
4
5