IF
Insight Folios Portfolio holdings
AUM
$280M
This Quarter Return
+8.68%
1 Year Return
+22.69%
3 Year Return
+32.94%
5 Year Return
+82.37%
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+5.2%)
Cap. Flow
-$2.7M
Cap. Flow
% of AUM
-1.2%
Top 10 Holdings %
Top 10 Hldgs %
32.52%
Holding
149
New
10
Increased
83
Reduced
25
Closed
29
Top Buys
| 1 |
VGR
Vector Group Ltd.
VGR
|
$773K |
| 2 |
Omega Healthcare
OHI
|
$725K |
| 3 |
AT&T
T
|
$599K |
| 4 |
TSMC
TSM
|
$529K |
| 5 |
Compass Minerals
CMP
|
$524K |
Top Sells
| 1 |
Lumen
LUMN
|
$4.86M |
| 2 |
TC Energy
TRP
|
$4.71M |
| 3 |
Houlihan Lokey
HLI
|
$621K |
| 4 |
FFTI
FormulaFolios Tactical Income ETF
FFTI
|
$593K |
| 5 |
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% |
