IH

IFC Holdings Portfolio holdings

AUM $1.45B
1-Year Est. Return 15.5%
This Quarter Est. Return
1 Year Est. Return
+15.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$4.88M
3
+$2.85M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.57M

Top Sells

1
+$4.15M
2
+$3.67M
3
+$2.59M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.96M
5
DHI icon
D.R. Horton
DHI
+$1.78M

Sector Composition

1 Healthcare 4.88%
2 Industrials 4.56%
3 Financials 3.48%
4 Consumer Staples 3.31%
5 Energy 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
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