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
$171M
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$5.24M
3
+$3.55M
4
VRNS icon
Varonis Systems
VRNS
+$3M
5
TUFN
Tufin Software Technologies Ltd.
TUFN
+$1.05M

Top Sells

1
+$2.97M
2
+$462K
3
+$405K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$235K
5
URG
Ur-Energy
URG
+$106K

Sector Composition

1 Technology 76.05%
2 Healthcare 17.65%
3 Communication Services 2.8%
4 Consumer Discretionary 2.38%
5 Materials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,040
52
– –
-10,000
53
– –
0
1 2
3