IF

Insight Folios Portfolio holdings

AUM $280M
1-Year Est. Return 22.69%
This Fund
S&P 500
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
+$715K
2
+$686K
3
+$621K
4
TSM icon
TSMC
TSM
+$593K
5
SSD icon
Simpson Manufacturing
SSD
+$519K

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
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