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
126
$375K 0.15%
+15,681
127
$374K 0.15%
6,289
-1,110
128
$356K 0.14%
13,980
-200
129
$341K 0.14%
13,972
-277
130
$337K 0.13%
20,551
-3
131
$319K 0.13%
17,279
+360
132
$319K 0.13%
7,769
-126
133
$319K 0.13%
3,523
-88
134
$315K 0.13%
7,371
-189
135
$313K 0.12%
3,074
136
$312K 0.12%
4,660
-1,004
137
$304K 0.12%
5,780
-114
138
$301K 0.12%
8,250
-968
139
$290K 0.12%
4,324
+30
140
$289K 0.12%
9,701
-1,235
141
$283K 0.11%
10,114
+210
142
$283K 0.11%
11,094
-804
143
$281K 0.11%
7,169
-225
144
$281K 0.11%
8,414
-747
145
$278K 0.11%
20,496
+822
146
$277K 0.11%
13,843
-218
147
$276K 0.11%
4,226
-161
148
$272K 0.11%
3,886
-1,147
149
$271K 0.11%
9,610
-166
150
$270K 0.11%
+6,557
4 5
6
7 8