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
$887M
AUM Growth
+$92.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1 +$7.26M
2 +$5.57M
3 +$5.51M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.38M
5
HON icon
Honeywell
HON
+$3.97M

Sector Composition

1 Consumer Staples 4.49%
2 Financials 3.24%
3 Industrials 3.09%
4 Healthcare 2.67%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$207K 0.02%
1,980
-23
352
$206K 0.02%
9,596
-752
353
$205K 0.02%
12,322
-47,484
354
$204K 0.02%
13,170
+226
355
$204K 0.02%
11,115
-3,255
356
$200K 0.02%
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357
$200K 0.02%
3,974
-2,798
358
$192K 0.02%
101,506
+63,506
359
$191K 0.02%
7,356
-318
360
$181K 0.02%
14,564
-1,780
361
$175K 0.02%
+11,811
362
$174K 0.02%
19,093
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363
$171K 0.02%
12,120
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364
$169K 0.02%
7,224
+1,648
365
$169K 0.02%
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366
$163K 0.02%
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$159K 0.02%
13,320
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368
$157K 0.02%
+11,050
369
$157K 0.02%
13,399
+2,710
370
$143K 0.02%
15,506
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371
$140K 0.02%
10,529
-789
372
$136K 0.02%
10,353
373
$129K 0.01%
15,823
+2,412
374
$126K 0.01%
52,100
-1,895
375
$123K 0.01%
21,340
-275