FI

FormulaFolio Investments Portfolio holdings

AUM $299M
This Quarter Return
+3.66%
1 Year Return
+27.65%
3 Year Return
+41.42%
5 Year Return
+56.81%
10 Year Return
AUM
$308M
AUM Growth
-$4.46B
Cap. Flow
-$4.58B
Cap. Flow %
-1,489.93%
Top 10 Hldgs %
52.88%
Holding
877
New
197
Increased
Reduced
270
Closed
393
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HPQ icon
826
HP
HPQ
$26.8B
-17,645
Closed -$434K
HRL icon
827
Hormel Foods
HRL
$13.9B
-8,367
Closed -$390K
HUM icon
828
Humana
HUM
$37.5B
-1,361
Closed -$558K