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
101
$303K 0.14%
2,482
+211
102
$299K 0.13%
1,977
+332
103
$297K 0.13%
6,642
+646
104
$295K 0.13%
3,892
+482
105
$290K 0.13%
2,216
+298
106
$288K 0.13%
2,598
+256
107
$284K 0.13%
968
+3
108
$280K 0.12%
+1,336
109
$279K 0.12%
2,264
+299
110
$260K 0.12%
7,468
+1,116
111
$259K 0.12%
1,860
112
$258K 0.11%
1,843
+259
113
$255K 0.11%
4,478
+796
114
$253K 0.11%
570
-8
115
$247K 0.11%
659
+12
116
$246K 0.11%
1,768
+321
117
$238K 0.11%
1,460
-120
118
$230K 0.1%
1,964
+71
119
$210K 0.09%
589
-35
120
$164K 0.07%
17,006
+213
121
– –
-1,975
122
– –
-6,802
123
– –
-3,854
124
– –
-1,374
125
– –
-8,635
2 3 4
5
6