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
126
$442K 0.14%
+16,010
127
$442K 0.14%
11,752
-97
128
$441K 0.14%
2,963
-44
129
$424K 0.14%
5,275
-81
130
$412K 0.13%
10,348
-237
131
$412K 0.13%
3,121
+26
132
$410K 0.13%
6,082
-138
133
$358K 0.12%
+5,813
134
$349K 0.11%
4,916
+62
135
$349K 0.11%
4,061
+1,395
136
$347K 0.11%
7,675
+345
137
$343K 0.11%
6,463
-97
138
$343K 0.11%
7,831
+86
139
$341K 0.11%
2,252
-58
140
$337K 0.11%
6,431
-158
141
$330K 0.11%
2,157
+13
142
$327K 0.11%
2,059
-72
143
$327K 0.11%
2,811
-45
144
$325K 0.1%
4,547
-62
145
$323K 0.1%
15,568
-7,640
146
$320K 0.1%
1,225
-22
147
$319K 0.1%
839
+40
148
$317K 0.1%
621
-12
149
$315K 0.1%
1,606
-180
150
$303K 0.1%
7,419
-758
4 5
6
7 8