II

Ibex Investors Portfolio holdings

AUM $142M
1-Year Est. Return 2.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$5.69M
3 +$4.69M
4
FDX icon
FedEx
FDX
+$3.58M
5
ADBE icon
Adobe
ADBE
+$2.22M

Top Sells

1 +$10.3M
2 +$4.82M
3 +$2.39M
4
RSKD icon
Riskified
RSKD
+$2.29M
5
ITRN icon
Ituran Location and Control
ITRN
+$1.77M

Sector Composition

1 Technology 51.37%
2 Healthcare 23.19%
3 Communication Services 8.77%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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