FTIS

First Trust Investment Solutions Portfolio holdings

AUM $887M
1-Year Est. Return 34.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$18.3M
3 +$12.8M
4
BMY icon
Bristol-Myers Squibb
BMY
+$12.2M
5
CMCSA icon
Comcast
CMCSA
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.92%
2 Financials 15.61%
3 Healthcare 10.18%
4 Consumer Discretionary 9.89%
5 Communication Services 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$204K 0.04%
+4,120
227
$201K 0.04%
+229
228
$201K 0.04%
+1,010