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
$555M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$2.58M
3
+$2.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M

Top Sells

1
+$5.92M
2
+$3.88M
3
+$2.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.53M
5
MAS icon
Masco
MAS
+$2.26M

Sector Composition

1 Healthcare 4.53%
2 Industrials 4.01%
3 Financials 3.53%
4 Technology 3.09%
5 Energy 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 0.72%
76,070
-9,258
27
$3.86M 0.7%
72,400
+1,424
28
$3.81M 0.69%
41,424
+3,156
29
$3.77M 0.68%
78,420
+982
30
$3.71M 0.67%
97,149
-2,888
31
$3.66M 0.66%
40,569
+6,911
32
$3.61M 0.65%
70,988
-22,287
33
$3.58M 0.65%
90,596
-1,940
34
$3.56M 0.64%
133,255
+5,019
35
$3.51M 0.63%
35,832
+1,066
36
$3.47M 0.63%
209,225
-10,400
37
$3.3M 0.59%
72,540
+4,460
38
$3.2M 0.58%
71,060
+5,479
39
$3.16M 0.57%
107,755
+69,169
40
$3.1M 0.56%
53,277
+9,329
41
$3.1M 0.56%
62,194
+7,362
42
$3.09M 0.56%
63,359
+45,224
43
$3.08M 0.56%
32,938
+239
44
$3M 0.54%
484,383
-21,313
45
$2.97M 0.53%
37,460
+1,163
46
$2.82M 0.51%
30,872
+231
47
$2.75M 0.5%
20,867
+614
48
$2.75M 0.49%
14,894
+299
49
$2.73M 0.49%
77,094
+1,278
50
$2.72M 0.49%
15,050
-2,478
1
2
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