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
151
$329K 0.09%
2,553
-10
152
$323K 0.09%
760
-10
153
$321K 0.09%
7,567
154
$321K 0.09%
6,210
-274
155
$316K 0.09%
1,115
-7
156
$314K 0.09%
4,000
157
$313K 0.09%
2,079
-18
158
$309K 0.09%
1,977
+112
159
$307K 0.09%
1,948
+4
160
$307K 0.09%
2,068
-27
161
$304K 0.09%
1,518
+4
162
$297K 0.09%
14,667
+304
163
$291K 0.08%
3,640
+5
164
$289K 0.08%
2,821
-46
165
$288K 0.08%
3,986
-6
166
$277K 0.08%
2,535
+2
167
$275K 0.08%
3,396
+40
168
$271K 0.08%
657
-4
169
$270K 0.08%
6,682
+77
170
$270K 0.08%
5,355
-5,142
171
$270K 0.08%
4,183
-94
172
$267K 0.08%
2,961
+51
173
$265K 0.08%
3,710
-19
174
$264K 0.08%
4,198
-2
175
$263K 0.08%
1,446
-6
5 6
7
8 9