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
$348M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$275K
3
+$249K
4
FTNT icon
Fortinet
FTNT
+$215K
5
NSP icon
Insperity
NSP
+$211K

Top Sells

1
+$485K
2
+$276K
3
+$272K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$259K
5
CI icon
Cigna
CI
+$227K

Sector Composition

1 Technology 10.97%
2 Healthcare 4.37%
3 Industrials 3.2%
4 Financials 1.39%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.44%
14,210
-16
52
$1.45M 0.42%
7,542
-15
53
$1.43M 0.41%
54,326
+1,450
54
$1.4M 0.4%
16,101
-94
55
$1.39M 0.4%
5,255
-25
56
$1.31M 0.38%
75,324
+822
57
$1.28M 0.37%
50,292
+705
58
$1.24M 0.36%
3,705
-16
59
$1.22M 0.35%
5,294
-24
60
$1.22M 0.35%
2,118
-14
61
$1.17M 0.34%
5,253
+24
62
$1.16M 0.33%
19,729
+3,500
63
$1.16M 0.33%
14,602
+94
64
$1.14M 0.33%
2,006
-8
65
$1.07M 0.31%
18,388
-312
66
$1.06M 0.3%
6,460
67
$1.05M 0.3%
8,083
+186
68
$1.04M 0.3%
9,021
+210
69
$1.02M 0.29%
3,495
-14
70
$993K 0.29%
38,788
+1,462
71
$985K 0.28%
22,920
72
$978K 0.28%
39,068
+1,296
73
$973K 0.28%
5,009
-30
74
$945K 0.27%
21,973
+1
75
$864K 0.25%
6,480
-20
1 2
3
4 5