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
151
$270K 0.11%
4,846
-3,186
152
$268K 0.11%
4,874
+13
153
$265K 0.11%
9,117
+451
154
$264K 0.11%
10,826
-122
155
$260K 0.1%
4,091
-54
156
$256K 0.1%
5,392
-116
157
$250K 0.1%
4,670
+8
158
$249K 0.1%
1,903
-26
159
$247K 0.1%
27,534
-526
160
$246K 0.1%
4,337
-122
161
$244K 0.1%
15,299
-168
162
$244K 0.1%
7,229
-187
163
$237K 0.09%
4,105
-27
164
$236K 0.09%
9,843
-171
165
$236K 0.09%
7,413
+76
166
$235K 0.09%
5,898
+15
167
$230K 0.09%
+5,460
168
$227K 0.09%
3,342
+18
169
$225K 0.09%
+8,509
170
$223K 0.09%
5,903
-103
171
$221K 0.09%
4,886
-98
172
$221K 0.09%
13,847
-161
173
$218K 0.09%
15,870
-313
174
$216K 0.09%
2,766
+28
175
$214K 0.09%
10,073
-14
5 6
7
8 9