II

Ibex Investors Portfolio holdings

AUM $121M
1-Year Est. Return 26.58%
This Quarter Est. Return
1 Year Est. Return
+26.58%
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
+$10.3M
2
+$4.77M
3
+$4.33M
4
FDX icon
FedEx
FDX
+$2.52M
5
ADBE icon
Adobe
ADBE
+$1.62M

Top Sells

1
+$10.3M
2
+$4.82M
3
+$2.02M
4
RSKD icon
Riskified
RSKD
+$1.93M
5
ITRN icon
Ituran Location and Control
ITRN
+$1.66M

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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