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
76
$594K 0.24%
7,976
-7
77
$559K 0.22%
17,051
+8,809
78
$551K 0.22%
39,363
-369
79
$543K 0.22%
20,925
+9,579
80
$539K 0.22%
+28,108
81
$539K 0.22%
+18,602
82
$535K 0.21%
+25,609
83
$535K 0.21%
+8,596
84
$529K 0.21%
15,751
-1,535
85
$528K 0.21%
3,639
-169
86
$522K 0.21%
14,177
-311
87
$522K 0.21%
21,306
-4,439
88
$500K 0.2%
14,613
+489
89
$498K 0.2%
74,916
-1,356
90
$497K 0.2%
2,662
-65
91
$492K 0.2%
14,029
-50
92
$492K 0.2%
4,642
+39
93
$490K 0.2%
8,166
+272
94
$486K 0.19%
4,632
-52
95
$478K 0.19%
13,754
-297
96
$476K 0.19%
2,649
-1,844
97
$466K 0.19%
6,974
-125
98
$465K 0.19%
36,617
+14,753
99
$462K 0.18%
+17,555
100
$460K 0.18%
+18,785
2 3
4
5 6