IFS
Ifrah Financial Services Portfolio holdings
AUM
$366M
This Quarter Return
+6.77%
1 Year Return
+10.24%
3 Year Return
+43.13%
5 Year Return
+72.26%
10 Year Return
+146.28%
AUM
$366M
AUM Growth
+$366M
(+5.2%)
Cap. Flow
-$1.1M
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
37.81%
Holding
205
New
12
Increased
37
Reduced
149
Closed
5
Top Buys
| 1 |
iShares MSCI Taiwan ETF
EWT
|
$281K |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$279K |
| 3 |
iShares MSCI Canada ETF
EWC
|
$279K |
| 4 |
Flex
FLEX
|
$267K |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
$262K |
Top Sells
| 1 |
Walmart
WMT
|
$447K |
| 2 |
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
|
$357K |
| 3 |
iShares MSCI India ETF
INDA
|
$297K |
| 4 |
iShares Global 100 ETF
IOO
|
$290K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$286K |
Sector Composition
| 1 | Technology | 11.39% |
| 2 | Industrials | 4.22% |
| 3 | Healthcare | 2.93% |
| 4 | Consumer Staples | 1.17% |
| 5 | Consumer Discretionary | 0.99% |
