FormulaFolio Investments, LLC has disclosed 463 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2021-06-30. The current portfolio value is calculated to be $236.00 Mil. The turnover rate is 1%.
In FormulaFolio Investments, LLC's current portfolio as of 2021-06-30, the top 5 holdings are
Xtrackers USD High Yield Corporate Bond ETF (HYLB), Schwab U.S. Mid-Cap ETF (SCHM), SPDR Portfolio S&P 500 ETF (SPLG), Vanguard Total Bond Market ETF (BND), SPDR Portfolio S&P 500 Growth ETF (SPYG), not including call and put options.
FormulaFolio Investments, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for FormulaFolio Investments, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for FormulaFolio Investments, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FormulaFolio Investments, LLC.