FSBI
Fearless Solutions (Best Invest) Portfolio holdings
AUM
$156M
1-Year Est. Return
15.96%
1 Year Est. Return
+15.96%
AUM
$143M
AUM Growth
+$14.3M
(+11%)
Holding
109
Top Buys
| 1 | +$1.56M | |
| 2 | +$709K | |
| 3 | +$539K | |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$438K |
| 5 |
Capital Group Core Plus Income ETF
CGCP
|
+$402K |
Top Sells
| 1 | +$396K | |
| 2 | +$167K | |
| 3 | +$116K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$93.4K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$74.1K |
Sector Composition
| 1 | Technology | 11.64% |
| 2 | Financials | 8.36% |
| 3 | Consumer Discretionary | 5.38% |
| 4 | Communication Services | 3.03% |
| 5 | Healthcare | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Kimberly-Clark
KMB
$33.4B
| $210K | 0.15% |
1,626
-9
|
|
||
102
State Street Health Care Select Sector SPDR ETF
XLV
$40.7B
| $203K | 0.14% |
1,505
+35
|
|
||
103
Vanguard S&P 500 Value ETF
VOOV
$5.91B
| $202K | 0.14% |
+1,070
|
|
||
104
Vanguard Extended Market ETF
VXF
$25.2B
| $200K | 0.14% |
+1,040
|
|
||
105
Schwab US Large-Cap Value ETF
SCHV
$14.2B
| $200K | 0.14% |
+7,229
|
|
||
|
ETW
106
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$997M
| $117K | 0.08% |
13,526
|
|
||
|
MMT
107
MFS Multimarket Income Trust
MMT
$255M
| $113K | 0.08% |
24,099
+61
|
|
||
108
BRC Inc
BRCC
$144M
| $54.6K | 0.04% |
41,665
-2,015
|
|
||
109
Innoviz Technologies
INVZ
$246M
| $17.8K | 0.01% |
+10,865
|
|