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
$311M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.4M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$625K
5
SHYF
The Shyft Group
SHYF
+$611K

Top Sells

1
+$2.28M
2
+$1.13M
3
+$567K
4
BAX icon
Baxter International
BAX
+$532K
5
LLY icon
Eli Lilly
LLY
+$484K

Sector Composition

1 Technology 11.15%
2 Healthcare 4.78%
3 Industrials 3.25%
4 Consumer Discretionary 1.16%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.1%
56,135
+294
27
$3.43M 1.1%
28,797
-277
28
$3.21M 1.04%
25,180
+649
29
$3.2M 1.03%
104,941
+1,309
30
$3.12M 1%
28,306
+581
31
$3.08M 0.99%
105,952
+496
32
$2.86M 0.92%
12,863
+723
33
$2.54M 0.82%
56,007
+572
34
$2.45M 0.79%
20,444
+489
35
$2.39M 0.77%
27,546
-287
36
$2.19M 0.71%
20,000
-174
37
$2.19M 0.7%
43,642
-576
38
$2.09M 0.67%
16,565
+411
39
$2M 0.65%
15,062
+351
40
$1.94M 0.63%
35,203
+848
41
$1.91M 0.62%
14,032
-66
42
$1.89M 0.61%
37,003
+947
43
$1.88M 0.6%
11,893
+280
44
$1.84M 0.59%
21,661
-192
45
$1.84M 0.59%
7,084
-129
46
$1.78M 0.57%
16,084
+317
47
$1.74M 0.56%
15,259
-331
48
$1.54M 0.5%
4,404
-105
49
$1.49M 0.48%
29,948
+4,427
50
$1.41M 0.45%
5,762
-104
1
2
3 4 5