FSI Sector Allocation - Performance
The FSI Sector Performance is calculated at the close of each market day.
FSI Sector Performance Since Rebalance
- FSI Sector Allocation
-
Increased by 0.58%
- S&P 500 (SPY)
-
Increased by 1.21%
- FSI vs Index
-
Decreased by -0.63%
Performance period: February 02, 2026 through February 20, 2026
Year to Date FSI Sector Performance
- FSI Sector Allocation
-
3.28%
- S&P 500 (SPY)
-
Increased by 0.22%
- FSI vs Index
-
Increased by 3.06%
Performance period: January 1, 2026 through February 20, 2026
Inception to Date FSI Sector Performance ( October 1, 2023 )
- FSI Sector Allocation
-
Increased by 67.14%
- S&P 500 (SPY)
-
Increased by 52.65%
- FSI vs Index
-
Increased by 14.49%
Performance period: October 1, 2023 through February 20, 2026
Year to Date FSI Sector Performance
Performance period: January 1, 2026 through February 20, 2026
Inception to Date FSI Sector Performance ( October 1, 2023 )
Performance period: October 1, 2023 through February 20, 2026
Year to Date Sector ETF Performance
Performance period: January 01, 2026 through February 20, 2026
Inception to Date Sector ETF Performance ( October 1, 2023 )
Performance period: October 01, 2023 through February 20, 2026
Become a Member To Access FS Insight Research
FS Insight gives individual investors access to Tom Lee's research, previously only available to banks and hedge funds.
|
|||
| Join Now |
|
|||
| Join Now |
Why Join FS Insight?
FS Insight helps you invest confidently with the same research banks and hedge funds use to navigate the market.
Daily Strategy from Tom Lee & Team
Stay ahead of consensus with daily updates on key developments & catalysts and opportunities ahead.
Real-Time Market Alerts
Analysis on market-moving events and actionable opportunities delivered instantly from us to you.
Curated Stock Lists
Choose the portfolio that best suits your investment style, preferred asset class, and time horizon.
Monthly Market Update & Top Ideas Webinar
Attend engaging webinars with Tom & team featuring our top ideas and near-term market outlook.
Daily Technical Strategy
Receive tactical opportunities, actionable signals, and fundamental analysis from our proven research team.
Live Analysis on Your Holdings
A monthly webinar featuring live analysis on member-submitted stocks and questions.
