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
126
$455K 0.13%
4,825
-8
127
$446K 0.13%
+9,578
128
$446K 0.13%
827
-3
129
$435K 0.13%
3,495
-31
130
$426K 0.12%
4,350
-106
131
$407K 0.12%
6,823
-26
132
$405K 0.12%
8,228
+217
133
$403K 0.12%
9,440
+56
134
$395K 0.11%
1,016
-5
135
$388K 0.11%
2,900
+500
136
$387K 0.11%
6,574
137
$381K 0.11%
1,790
-3
138
$374K 0.11%
15,280
+13
139
$374K 0.11%
5,716
+6
140
$372K 0.11%
4,912
+76
141
$370K 0.11%
5,271
-9
142
$369K 0.11%
4,290
+90
143
$367K 0.11%
14,500
+16
144
$364K 0.1%
2,186
+20
145
$355K 0.1%
6,355
+10
146
$348K 0.1%
1,024
-3
147
$343K 0.1%
2,288
-12
148
$333K 0.1%
2,436
-412
149
$332K 0.1%
2,571
150
$332K 0.1%
3,603
+96
4 5
6
7 8