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
126
$1M 0.11%
7,122
+1,960
127
$990K 0.11%
75,957
+8,392
128
$985K 0.11%
17,526
+93
129
$983K 0.11%
28,240
+1,040
130
$981K 0.11%
25,778
+130
131
$957K 0.11%
42,232
+18,243
132
$935K 0.11%
9,148
-1,228
133
$934K 0.11%
28,602
-4,849
134
$930K 0.1%
18,247
+1,670
135
$926K 0.1%
26,214
-52,075
136
$919K 0.1%
20,314
-2,438
137
$917K 0.1%
+5,445
138
$916K 0.1%
+91,630
139
$903K 0.1%
85,640
-2,809
140
$890K 0.1%
8,325
+648
141
$887K 0.1%
16,684
+1,107
142
$885K 0.1%
95,500
+5,600
143
$884K 0.1%
16,246
+2,046
144
$882K 0.1%
54,640
+1,900
145
$881K 0.1%
69,165
+2,463
146
$878K 0.1%
38,088
+19,574
147
$877K 0.1%
61,983
+2,713
148
$875K 0.1%
6,358
+1,810
149
$867K 0.1%
13,036
+7,062
150
$865K 0.1%
4