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
$250M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$1.18M
3
+$1.03M
4
MCK icon
McKesson
MCK
+$939K
5
CF icon
CF Industries
CF
+$936K

Top Sells

1
+$12.9M
2
+$911K
3
+$460K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$456K
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$270K

Sector Composition

1 Healthcare 4.84%
2 Technology 3.72%
3 Financials 3.62%
4 Consumer Discretionary 3.49%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.14%
+8,265
127
$357K 0.14%
24,802
-245
128
$351K 0.14%
+7,334
129
$349K 0.14%
+46,518
130
$347K 0.14%
+19,772
131
$332K 0.13%
+9,392
132
$331K 0.13%
10,626
-698
133
$329K 0.13%
8,941
-1,260
134
$323K 0.13%
11,748
-123
135
$317K 0.13%
+15,156
136
$317K 0.13%
35,717
-437
137
$314K 0.13%
+9,308
138
$307K 0.12%
+3,800
139
$306K 0.12%
+5,602
140
$306K 0.12%
+11,592
141
$305K 0.12%
21,331
-241
142
$305K 0.12%
+8,124
143
$303K 0.12%
+11,652
144
$302K 0.12%
+8,240
145
$301K 0.12%
+22,698
146
$301K 0.12%
+4,475
147
$287K 0.11%
+4,079
148
$285K 0.11%
+7,228
149
$283K 0.11%
+4,231
150
$279K 0.11%
+5,856
4 5
6
7 8