IF

Insight Folios Portfolio holdings

AUM $280M
1-Year Est. Return 22.69%
This Quarter Est. Return
1 Year Est. Return
+22.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$773K
2
+$725K
3
+$599K
4
TSM icon
TSMC
TSM
+$529K
5
CMP icon
Compass Minerals
CMP
+$524K

Top Sells

1
+$4.86M
2
+$4.71M
3
+$621K
4
FFTI
FormulaFolios Tactical Income ETF
FFTI
+$593K
5
HAS icon
Hasbro
HAS
+$563K

Sector Composition

1 Energy 18.24%
2 Consumer Staples 16.04%
3 Utilities 13.27%
4 Financials 9.78%
5 Real Estate 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.21M 2.32%
432,952
+64,313
27
$5.19M 2.31%
166,307
+23,258
28
$5.07M 2.26%
283,995
+33,550
29
$5.07M 2.26%
38,986
+3,150
30
$4.46M 1.99%
156,061
+10,993
31
$1.77M 0.79%
22,717
+5,547
32
$1.43M 0.64%
8,183
-231
33
$1.05M 0.47%
55,816
+8,281
34
$937K 0.42%
4,413
+36
35
$791K 0.35%
5,179
+31
36
$738K 0.33%
56,089
+1,386
37
$699K 0.31%
1,980
-130
38
$652K 0.29%
4,264
-214
39
$651K 0.29%
2,111
+108
40
$648K 0.29%
5,877
-367
41
$631K 0.28%
7,709
-1,681
42
$618K 0.28%
2,027
+129
43
$608K 0.27%
16,788
-1,548
44
$604K 0.27%
12,940
-540
45
$564K 0.25%
1,385
+331
46
$555K 0.25%
12,566
+585
47
$552K 0.25%
8,292
-30
48
$547K 0.24%
950
-16
49
$529K 0.24%
+5,070
50
$524K 0.23%
+8,353
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