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
$311M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.4M
3
+$1.07M
4
HPQ icon
HP
HPQ
+$625K
5
SHYF
The Shyft Group
SHYF
+$611K

Top Sells

1
+$2.28M
2
+$1.13M
3
+$567K
4
BAX icon
Baxter International
BAX
+$532K
5
LLY icon
Eli Lilly
LLY
+$484K

Sector Composition

1 Technology 11.15%
2 Healthcare 4.78%
3 Industrials 3.25%
4 Consumer Discretionary 1.16%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$517K 0.17%
8,328
-139
102
$512K 0.16%
11,464
-406
103
$507K 0.16%
18,040
-490
104
$503K 0.16%
10,710
-160
105
$503K 0.16%
12,804
-680
106
$495K 0.16%
7,527
-121
107
$495K 0.16%
19,394
-304
108
$494K 0.16%
8,202
-213
109
$492K 0.16%
3,020
-20
110
$492K 0.16%
12,235
-197
111
$487K 0.16%
3,019
-46
112
$483K 0.16%
3,004
-76
113
$482K 0.16%
1,642
-29
114
$464K 0.15%
+8,938
115
$464K 0.15%
+5,996
116
$463K 0.15%
6,000
117
$456K 0.15%
8,352
-216
118
$455K 0.15%
+13,621
119
$454K 0.15%
6,178
-159
120
$449K 0.14%
2,853
-7
121
$447K 0.14%
1,682
-21
122
$447K 0.14%
1,089
-34
123
$446K 0.14%
1,941
-36
124
$444K 0.14%
+5,104
125
$442K 0.14%
2,149
-38
3 4
5
6 7