FI
| |
FormulaFolio Investments, LLC13F | |
| FormulaFolio Investments, LLC | |
| Last update 2021-07-28 | 463 Stocks (39 new) |
| Value $236.00 Mil | Turnover 1 % |
| Portfolio Report | |
FormulaFolio Investments, LLC Top Holdings of 2021-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HYLB | Xtrackers USD High Yield Corporate Bond ETF | 698,581 | 28160.000 | -3.45% | 11.910 | -0.42% | 0.600 | +1.76% | +2.59% | 3488.087 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 245,102 | 19184.000 | -5.47% | 8.110 | -0.45% | 0.190 | +13.77% | +16.17% | 11835.728 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 328,055 | 16511.000 | -3.56% | 6.980 | -0.25% | 0.120 | +11.94% | +25.62% | 50700.784 | ||
BND | Vanguard Total Bond Market ETF | 174,218 | 14964.000 | -3.66% | 6.330 | -0.23% | 0.020 | -1.99% | -1.41% | 110706.080 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 180,058 | 11338.000 | -8.29% | 4.800 | -0.40% | 0.080 | +14.30% | +34.49% | 32406.121 | ||
IJR | iShares Core S&P Small-Cap ETF | 94,147 | 10637.000 | -3.61% | 4.500 | -0.16% | 0.010 | +14.33% | +14.85% | 92389.766 | ||
IGIB | iShares Intermediate Credit Bond ETF | 152,996 | 9259.000 | -3.28% | 3.920 | -0.13% | 0.080 | -1.12% | -0.04% | 14463.943 | ||
VCSH | Vanguard Short-Term Corporate Bond ETF | 105,645 | 8738.000 | +2.92% | 3.700 | +0.10% | 0.020 | -0.27% | +0.98% | 34117.033 | ||
SPDW | SPDR Portfolio Developed World ex-US ETF | 219,610 | 8079.000 | -4.42% | 3.420 | -0.16% | 0.060 | +1.50% | +3.59% | 20396.707 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 150,794 | 6861.000 | -3.97% | 2.900 | -0.11% | 0.090 | +5.43% | +11.89% | 10094.000 |
FormulaFolio Investments, LLC's Historical Top Holdings Breakdowns
FormulaFolio Investments, LLC Total Holding History ($B)
FormulaFolio Investments, LLC's Asset Allocation
FormulaFolio Investments, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FormulaFolio Investments, LLC's Hypothetical Growth since 2021-06-30
FormulaFolio Investments, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FormulaFolio Investments, LLC's Holdings Heat Map
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FormulaFolio Investments, LLC's Holdings Bubble Chart
FormulaFolio Investments, LLC News
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