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
1
$9.04M 4.03%
60,812
+284
2
$8.6M 3.83%
95,204
+738
3
$8.4M 3.74%
51,610
+88
4
$7.81M 3.48%
48,187
+1,036
5
$7.52M 3.35%
91,099
-122
6
$6.49M 2.89%
579,318
+30,689
7
$6.39M 2.85%
67,526
+3,304
8
$6.3M 2.8%
260,498
+13,863
9
$6.26M 2.79%
63,806
+3,979
10
$6.18M 2.75%
77,768
+1,333
11
$6.08M 2.71%
83,782
+4,985
12
$6.04M 2.69%
130,989
+6,879
13
$5.97M 2.66%
98,695
+3,326
14
$5.93M 2.64%
33,444
-108
15
$5.9M 2.63%
87,086
+4,545
16
$5.86M 2.61%
52,508
+318
17
$5.86M 2.61%
226,726
+14,193
18
$5.79M 2.58%
251,021
+19,109
19
$5.69M 2.53%
73,839
+5,389
20
$5.69M 2.53%
115,904
+8,796
21
$5.67M 2.52%
108,376
+6,079
22
$5.64M 2.51%
81,400
+7,352
23
$5.49M 2.45%
196,526
+13,505
24
$5.43M 2.42%
106,614
+9,082
25
$5.35M 2.38%
92,094
+4,626
1
2 3 4 5