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
$348M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$275K
3
+$249K
4
FTNT icon
Fortinet
FTNT
+$215K
5
NSP icon
Insperity
NSP
+$211K

Top Sells

1
+$485K
2
+$276K
3
+$272K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$259K
5
CI icon
Cigna
CI
+$227K

Sector Composition

1 Technology 10.97%
2 Healthcare 4.37%
3 Industrials 3.2%
4 Financials 1.39%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$640K 0.18%
4,301
-18
102
$635K 0.18%
16,067
-41
103
$630K 0.18%
4,221
+3
104
$627K 0.18%
5,746
-28
105
$613K 0.18%
4,946
-26
106
$611K 0.18%
4,533
-27
107
$589K 0.17%
13,639
+1,269
108
$588K 0.17%
8,270
+98
109
$587K 0.17%
10,320
-40
110
$576K 0.17%
5,761
+65
111
$576K 0.17%
11,839
+104
112
$558K 0.16%
10,637
-1,959
113
$549K 0.16%
1,957
-12
114
$541K 0.16%
2,761
-7
115
$532K 0.15%
8,106
+113
116
$513K 0.15%
5,211
+148
117
$508K 0.15%
9,200
-5
118
$502K 0.14%
1,530
-4
119
$490K 0.14%
3,282
-9
120
$489K 0.14%
2,974
-20
121
$487K 0.14%
11,727
+281
122
$481K 0.14%
6,002
-4
123
$467K 0.13%
6,572
-30
124
$463K 0.13%
4,596
125
$457K 0.13%
22,080
-40
3 4
5
6 7