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
201
– –
-13,077
202
– –
-6,421
203
– –
-17,212
204
– –
-3,297
205
– –
-14,637
206
– –
-2,746
207
– –
-5,904
208
– –
-2,473
209
– –
-2,244
210
– –
-68,652
211
– –
-17,296
5 6 7 8
9