FI
FormulaFolio Investments Portfolio holdings
AUM
$299M
1-Year Est. Return
27.65%
1 Year Est. Return
+27.65%
AUM
$308M
AUM Growth
-$4.46B
(-94%)
Holding
877
Top Buys
| 1 | +$8.49M | |
| 2 | +$4.23M | |
| 3 | +$347K | |
| 4 |
Invesco KBW High Dividend Yield Financial ETF
KBWD
|
+$336K |
| 5 |
iShares Mortgage Real Estate ETF
REM
|
+$334K |
Top Sells
| 1 | +$210M | |
| 2 | +$181M | |
| 3 | +$173M | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$151M |
| 5 |
iShares Convertible Bond ETF
ICVT
|
+$117M |
Sector Composition
| 1 | Financials | 0.73% |
| 2 | Technology | 0.65% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Industrials | 0.27% |
| 5 | Healthcare | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
HP
HPQ
$24.2B
| – | – |
-17,645
|
|
||
827
Hormel Foods
HRL
$11.9B
| – | – |
-8,367
|
|
||
828
Humana
HUM
$33.9B
| – | – |
-1,361
|
|