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
51
$1.4M 0.45%
+55,322
52
$1.35M 0.44%
8,239
-170
53
$1.31M 0.42%
14,985
+153
54
$1.23M 0.39%
53,937
-1,542
55
$1.22M 0.39%
18,851
+3,943
56
$1.21M 0.39%
25,242
-201
57
$1.16M 0.37%
76,596
-2,970
58
$1.12M 0.36%
2,238
+280
59
$1.11M 0.36%
18,461
-257
60
$1.07M 0.35%
+22,746
61
$1.06M 0.34%
4,079
-105
62
$1.02M 0.33%
3,861
-57
63
$953K 0.31%
42,812
-1,184
64
$938K 0.3%
5,555
-2,867
65
$911K 0.29%
5,502
-92
66
$902K 0.29%
15,354
-237
67
$891K 0.29%
18,120
-380
68
$881K 0.28%
34,286
-352
69
$846K 0.27%
22,980
-1,535
70
$803K 0.26%
11,335
-140
71
$767K 0.25%
11,965
-188
72
$762K 0.25%
2,126
-47
73
$749K 0.24%
6,233
-106
74
$740K 0.24%
6,176
+106
75
$731K 0.24%
3,435
-66
1 2
3
4 5