IFS

Ifrah Financial Services Portfolio holdings

AUM $386M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$154K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.14M
3
+$998K
4
WU icon
Western Union
WU
+$539K
5
SYKE
SYKES Enterprises Inc
SYKE
+$539K

Top Sells

1
+$3.37M
2
+$3.27M
3
+$865K
4
GILD icon
Gilead Sciences
GILD
+$522K
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$472K

Sector Composition

1 Technology 4.71%
2 Financials 4.4%
3 Healthcare 4.1%
4 Industrials 2.29%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.13%
25,713
+360
27
$2.78M 1.11%
116,292
-4,264
28
$2.62M 1.05%
31,386
-621
29
$2.38M 0.95%
26,857
-95
30
$2.23M 0.89%
36,168
-377
31
$1.97M 0.79%
15,456
+240
32
$1.95M 0.78%
16,512
+271
33
$1.89M 0.75%
35,536
+564
34
$1.74M 0.69%
49,342
+1,448
35
$1.7M 0.68%
13,941
-1,200
36
$1.45M 0.58%
10,260
-245
37
$1.29M 0.52%
20,176
-536
38
$1.24M 0.49%
20,000
39
$1.19M 0.47%
48,672
-1,167
40
$1.16M 0.46%
9,087
-970
41
$1.13M 0.45%
22,055
-379
42
$1.06M 0.43%
37,113
+16,811
43
$1.05M 0.42%
9,105
+200
44
$1.04M 0.42%
27,800
45
$1.03M 0.41%
27,008
-318
46
$939K 0.37%
3,782
-1,631
47
$913K 0.36%
16,376
+586
48
$899K 0.36%
6,454
-110
49
$896K 0.36%
8,809
-1,128
50
$890K 0.36%
10,666
-6,261
1
2
3 4 5