IFS
Ifrah Financial Services Portfolio holdings
AUM
$366M
This Quarter Return
-9.29%
1 Year Return
+10.24%
3 Year Return
+43.13%
5 Year Return
+72.26%
10 Year Return
+146.28%
AUM
$237M
AUM Growth
+$237M
(-16%)
Cap. Flow
-$19.3M
Cap. Flow
% of AUM
-8.13%
Top 10 Holdings %
Top 10 Hldgs %
33.16%
Holding
224
New
22
Increased
26
Reduced
117
Closed
52
Top Buys
| 1 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$3.51M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.09M |
| 3 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$2.89M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$2.58M |
| 5 |
Verizon
VZ
|
$939K |
Top Sells
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Healthcare | 4.89% |
| 3 | Industrials | 3.66% |
| 4 | Consumer Discretionary | 1.82% |
| 5 | Financials | 1.5% |
