IFS

Ifrah Financial Services Portfolio holdings

AUM $378M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$672K
2
+$333K
3
+$279K
4
LDOS icon
Leidos
LDOS
+$268K
5
UPS icon
United Parcel Service
UPS
+$261K

Top Sells

1
+$556K
2
+$554K
3
+$388K
4
EAT icon
Brinker International
EAT
+$289K
5
TGT icon
Target
TGT
+$272K

Sector Composition

1 Technology 12.39%
2 Industrials 4.51%
3 Healthcare 2.79%
4 Consumer Staples 1.05%
5 Consumer Discretionary 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.41%
59,961
-2,819
52
$1.51M 0.39%
4,297
-32
53
$1.38M 0.36%
3,689
-27
54
$1.36M 0.35%
3,476
-25
55
$1.36M 0.35%
3,675
-24
56
$1.33M 0.34%
44,805
-1,356
57
$1.23M 0.32%
4,708
-48
58
$1.18M 0.31%
3,474
+215
59
$1.11M 0.29%
20,444
-264
60
$1.09M 0.28%
1,322
-307
61
$1.09M 0.28%
38,968
-1,485
62
$1.08M 0.28%
9,762
-65
63
$1.06M 0.27%
2,228
-12
64
$1.05M 0.27%
1,570
+45
65
$1.04M 0.27%
8,028
-65
66
$1M 0.26%
4,608
-27
67
$924K 0.24%
6,897
-29
68
$906K 0.23%
11,486
-70
69
$901K 0.23%
6,521
-49
70
$900K 0.23%
7,600
-52
71
$897K 0.23%
2,734
-53
72
$885K 0.23%
10,452
-66
73
$878K 0.23%
33,421
-373
74
$861K 0.22%
11,463
+3,316
75
$839K 0.22%
25,679
-307
1 2
3
4 5