IFS

Ifrah Financial Services Portfolio holdings

AUM $389M
1-Year Est. Return 14.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.33M
3
+$1M
4
HPQ icon
HP
HPQ
+$534K
5
SHYF
The Shyft Group
SHYF
+$516K

Top Sells

1
+$2.28M
2
+$1.05M
3
+$567K
4
BAX icon
Baxter International
BAX
+$532K
5
LLY icon
Eli Lilly
LLY
+$428K

Sector Composition

1 Technology 11.15%
2 Healthcare 4.78%
3 Industrials 3.25%
4 Consumer Discretionary 1.16%
5 Financials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-13,766
202
– –
-9,162
203
– –
-6,351
204
– –
-3,249
205
– –
-3,848
206
– –
-579
207
– –
-458
5 6 7 8
9