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
51
$521K 0.23%
8,280
-180
52
$517K 0.23%
6,088
-333
53
$510K 0.23%
1,511
+189
54
$507K 0.23%
1,694
+283
55
$501K 0.22%
4,228
+1,517
56
$498K 0.22%
2,093
-99
57
$491K 0.22%
3,796
-216
58
$478K 0.21%
3,015
+199
59
$477K 0.21%
+4,375
60
$476K 0.21%
+2,594
61
$469K 0.21%
4,703
-315
62
$467K 0.21%
916
63
$446K 0.2%
+5,261
64
$439K 0.2%
+2,161
65
$437K 0.19%
+8,809
66
$436K 0.19%
1,215
-63
67
$435K 0.19%
1,915
-19
68
$432K 0.19%
3,468
-2,016
69
$427K 0.19%
+22,587
70
$419K 0.19%
+1,269
71
$402K 0.18%
1,667
+101
72
$397K 0.18%
2,885
+10
73
$393K 0.18%
2,893
+240
74
$387K 0.17%
6,002
+347
75
$384K 0.17%
4,183
-1,485
1 2
3
4 5