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
76
$836K 0.22%
5,736
-11
77
$831K 0.22%
16,432
-68
78
$799K 0.21%
4,776
-10
79
$783K 0.2%
5,690
-39
80
$755K 0.2%
6,290
-66
81
$750K 0.19%
3,078
-14
82
$741K 0.19%
4,035
-33
83
$741K 0.19%
8,318
+27
84
$734K 0.19%
3,342
+337
85
$732K 0.19%
4,646
-30
86
$730K 0.19%
5,564
-31
87
$710K 0.18%
2,058
-14
88
$703K 0.18%
19,508
+53
89
$659K 0.17%
3,552
-11
90
$652K 0.17%
3,895
-27
91
$647K 0.17%
3,443
-16
92
$606K 0.16%
10,662
-61
93
$603K 0.16%
2,314
-8
94
$603K 0.16%
20,838
-231
95
$594K 0.15%
1,801
-24
96
$594K 0.15%
2,443
97
$582K 0.15%
24,982
-368
98
$571K 0.15%
7,161
-46
99
$560K 0.15%
8,442
-23
100
$558K 0.14%
13,369
-80
2 3
4
5 6