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
176
$259K 0.07%
7,998
+151
177
$257K 0.07%
4,147
-4,388
178
$251K 0.07%
632
+18
179
$251K 0.07%
8,492
180
$247K 0.07%
1,632
-3
181
$247K 0.07%
1,366
+12
182
$247K 0.07%
1,280
-1
183
$246K 0.07%
2,799
+88
184
$244K 0.07%
10,365
185
$243K 0.07%
6,448
+1,412
186
$242K 0.07%
4,521
-2,092
187
$241K 0.07%
1,568
+2
188
$240K 0.07%
4,287
+52
189
$238K 0.07%
1,596
+92
190
$233K 0.07%
2,873
+141
191
$232K 0.07%
1,690
+2
192
$231K 0.07%
2,244
-1
193
$231K 0.07%
3,052
+145
194
$229K 0.07%
8,884
-51
195
$227K 0.07%
1,781
+3
196
$225K 0.06%
3,929
+120
197
$216K 0.06%
3,268
+5
198
$215K 0.06%
+3,675
199
$215K 0.06%
3,532
-112
200
$215K 0.06%
500
-3
5 6 7
8
9