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
$237M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.09M
3
+$2.89M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.58M
5
VZ icon
Verizon
VZ
+$939K

Top Sells

1
+$6.13M
2
+$4.33M
3
+$3.54M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.06M
5
MATV icon
Mativ Holdings
MATV
+$1.03M

Sector Composition

1 Technology 6.59%
2 Healthcare 4.89%
3 Industrials 3.66%
4 Consumer Discretionary 1.82%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
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