IF
Insight Folios Portfolio holdings
AUM
$280M
This Quarter Return
+7.11%
1 Year Return
+22.69%
3 Year Return
+32.94%
5 Year Return
+82.37%
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(+17%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
8.6%
Top 10 Holdings %
Top 10 Hldgs %
37.7%
Holding
80
New
43
Increased
29
Reduced
8
Closed
–
Top Buys
| 1 |
FFTI
FormulaFolios Tactical Income ETF
FFTI
|
$544K |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$400K |
| 3 |
UnitedHealth
UNH
|
$394K |
| 4 |
3M
MMM
|
$386K |
| 5 |
Verizon
VZ
|
$315K |
Top Sells
| 1 |
Invesco
IVZ
|
$533K |
| 2 |
Kohl's
KSS
|
$483K |
| 3 |
DFS
Discover Financial Services
DFS
|
$294K |
| 4 |
Nucor
NUE
|
$130K |
| 5 |
Target
TGT
|
$126K |
Sector Composition
| 1 | Consumer Staples | 18.25% |
| 2 | Energy | 16.96% |
| 3 | Financials | 16.07% |
| 4 | Real Estate | 8.87% |
| 5 | Technology | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell Top 200 Growth ETF
IWY
$14.8B
| $228K | 0.13% |
+1,511
| New | +$228K |
|
77
Colgate-Palmolive
CL
$67.7B
| $226K | 0.13% |
+2,774
| New | +$226K |
|
78
Hormel Foods
HRL
$13.9B
| $217K | 0.13% |
+4,538
| New | +$217K |
|
79
Kimberly-Clark
KMB
$42.5B
| $212K | 0.12% |
+1,587
| New | +$212K |
|
80
Clorox
CLX
$15B
| $202K | 0.12% |
+1,122
| New | +$202K |
|