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
151
$297K 0.1%
4,353
-122
152
$296K 0.1%
+22,720
153
$289K 0.09%
1,059
-17
154
$286K 0.09%
2,326
-101
155
$285K 0.09%
9,479
-141
156
$284K 0.09%
+2,930
157
$279K 0.09%
3,508
-47
158
$277K 0.09%
2,242
-86
159
$270K 0.09%
1,981
+19
160
$268K 0.09%
1,520
-37
161
$266K 0.09%
3,445
-891
162
$265K 0.09%
12,065
+59
163
$262K 0.08%
797
-247
164
$259K 0.08%
2,934
+4
165
$254K 0.08%
+2,762
166
$248K 0.08%
924
-26
167
$243K 0.08%
+1,765
168
$241K 0.08%
11,989
-1,132
169
$241K 0.08%
2,712
-40
170
$240K 0.08%
+3,076
171
$239K 0.08%
2,588
-76
172
$229K 0.07%
2,751
-1,688
173
$229K 0.07%
+7,567
174
$219K 0.07%
+11,265
175
$219K 0.07%
+1,397
5 6
7
8 9