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
76
$380K 0.17%
6,249
-66
77
$367K 0.16%
711
+56
78
$356K 0.16%
5,739
+597
79
$354K 0.16%
2,063
-45
80
$354K 0.16%
1,430
+124
81
$352K 0.16%
1,548
+10
82
$352K 0.16%
2,792
+277
83
$351K 0.16%
1,733
+50
84
$351K 0.16%
4,061
+311
85
$349K 0.16%
4,269
+314
86
$346K 0.15%
2,066
+12
87
$343K 0.15%
1,373
+405
88
$341K 0.15%
2,173
+142
89
$340K 0.15%
1,353
+295
90
$333K 0.15%
6,693
+852
91
$330K 0.15%
6,410
+655
92
$330K 0.15%
7,983
+572
93
$326K 0.15%
2,298
+425
94
$321K 0.14%
5,667
+513
95
$317K 0.14%
4,958
+519
96
$314K 0.14%
2,656
+239
97
$314K 0.14%
17,899
+1,327
98
$310K 0.14%
6,511
-2,549
99
$306K 0.14%
10,453
+1,741
100
$304K 0.14%
1,452
+168
2 3
4
5 6