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
101
$459K 0.18%
25,930
+888
102
$447K 0.18%
11,396
+457
103
$447K 0.18%
11,992
-222
104
$442K 0.18%
6,548
-44
105
$440K 0.18%
32,584
-180
106
$438K 0.17%
9,382
+356
107
$436K 0.17%
9,610
108
$436K 0.17%
8,544
-8,935
109
$435K 0.17%
11,319
-171
110
$427K 0.17%
3,583
-44
111
$425K 0.17%
13,027
-5,483
112
$422K 0.17%
5,629
+61
113
$419K 0.17%
21,549
+855
114
$417K 0.17%
17,326
+610
115
$412K 0.16%
10,178
-183
116
$405K 0.16%
33,256
-253
117
$399K 0.16%
11,112
-152
118
$392K 0.16%
6,867
-149
119
$388K 0.15%
+11,647
120
$386K 0.15%
+5,886
121
$381K 0.15%
8,777
-10,258
122
$380K 0.15%
10,266
-75
123
$379K 0.15%
12,775
-5,960
124
$377K 0.15%
8,802
-93
125
$377K 0.15%
18,770
-91
3 4
5
6 7