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Formulafolios Us Equity Fund Institutional Class (FFILX)

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FormulaFolios US Equity Institutional historical data, for real-time data please try another search

10.23 0.00 0%

21/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: FormulaFolios

Asset Class: Equity

Morningstar Rating:
Total Assets: 70.35M

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FFILX Holdings

Comprehensive information about top holdings and Key Holding Information for the FormulaFolios US Equity Institutional (FFILX) fund. Our FormulaFolios US Equity Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.20	4.38	0.18
Shares	95.81	95.81	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	10.54	20.27
Price to Book	3.27	3.93
Price to Sales	1.01	2.60
Price to Cash Flow	5.94	13.96
Dividend Yield	2.29	1.55
5 Years Earnings Growth	12.80	11.12

Sector Allocation

Name	Net %	Category Average
Healthcare	26.97	12.50
Energy	21.42	3.89
Industrials	19.84	9.57
Financial Services	8.34	14.97
Technology	7.65	27.98
Consumer Cyclical	5.69	10.46
Basic Materials	5.27	2.37
Consumer Defensive	3.46	6.24
Real Estate	1.36	2.30

Region Allocation

Equities

North America
Latin America

Developed Markets

Top Holdings

Number of long holdings: 49

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
UnitedHealth	US91324P1021	4.49	420.00	+0.32%
Ulta Beauty	US90384S3031	4.00	386.44	+0.72%
Monster Beverage	US61174X1090	3.31	58.49	-0.31%
Vertex	US92532F1003	3.27	496.49	+0.54%
J&J	US4781601046	3.23	155.35	+0.50%
Expeditors Washington	US3021301094	3.15	108.69	+0.10%
Pfizer	US7170811035	2.99	23.05	+0.57%
Merck&Co	US58933Y1055	2.95	83.19	+0.54%
AbbVie	US00287Y1091	2.89	192.34	+3.38%
Fortune Brands	US34964C1062	2.89	54.07	+0.95%

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