FI

FormulaFolio Investments Portfolio holdings

AUM $299M
1-Year Est. Return 27.65%
This Quarter Est. Return
1 Year Est. Return
+27.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$383K
2 +$301K
3 +$248K
4
FSK icon
FS KKR Capital
FSK
+$157K
5
CVX icon
Chevron
CVX
+$130K

Sector Composition

1 Technology 0.73%
2 Financials 0.58%
3 Consumer Discretionary 0.33%
4 Industrials 0.27%
5 Healthcare 0.27%