IFS

Ifrah Financial Services Portfolio holdings

AUM $389M
1-Year Est. Return 14.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Sells

1 +$694K
2 +$340K
3 +$316K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$222K
5
URI icon
United Rentals
URI
+$203K

Sector Composition

1 Technology 12.4%
2 Industrials 4.32%
3 Healthcare 3.01%
4 Consumer Staples 1.06%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EAT icon
201
Brinker International
EAT
$6.85B
$215K 0.06%
+1,501
IYM icon
202
iShares US Basic Materials ETF
IYM
$1.45B
$215K 0.06%
1,394
-27
LEA icon
203
Lear
LEA
$6.01B
$212K 0.05%
+1,850
AEO icon
204
American Eagle Outfitters
AEO
$3.24B
$211K 0.05%
+7,983
SNX icon
205
TD Synnex
SNX
$16.5B
$209K 0.05%
1,389
-27
CB icon
206
Chubb
CB
$127B
$206K 0.05%
+661
BHE icon
207
Benchmark Electronics
BHE
$2.22B
$202K 0.05%
+4,721
DRI icon
208
Darden Restaurants
DRI
$22.9B
$201K 0.05%
1,094
-45
WU icon
209
Western Union
WU
$2.87B
$118K 0.03%
12,636
-84
URI icon
210
United Rentals
URI
$48.1B
-213