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
$249M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$662K
2 +$578K
3 +$443K
4
MASI icon
Masimo
MASI
+$421K
5
SWBI icon
Smith & Wesson
SWBI
+$397K

Top Sells

1 +$522K
2 +$511K
3 +$454K
4
AVT icon
Avnet
AVT
+$446K
5
CVX icon
Chevron
CVX
+$425K

Sector Composition

1 Technology 7.39%
2 Healthcare 3.9%
3 Financials 3.05%
4 Industrials 2.57%
5 Consumer Discretionary 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-9,302
202
-2,841