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
$386M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$672K
2 +$333K
3 +$279K
4
LDOS icon
Leidos
LDOS
+$268K
5
UPS icon
United Parcel Service
UPS
+$261K

Top Sells

1 +$556K
2 +$554K
3 +$388K
4
EAT icon
Brinker International
EAT
+$289K
5
TGT icon
Target
TGT
+$272K

Sector Composition

1 Technology 12.39%
2 Industrials 4.51%
3 Healthcare 2.79%
4 Consumer Staples 1.05%
5 Consumer Discretionary 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMD icon
201
Advanced Micro Devices
AMD
$325B
$201K 0.05%
+1,242
WU icon
202
Western Union
WU
$2.82B
$102K 0.03%
12,720
+167
CI icon
203
Cigna
CI
$69.7B
-629
EAT icon
204
Brinker International
EAT
$6.1B
-1,602
FTNT icon
205
Fortinet
FTNT
$61.7B
-2,297
INTU icon
206
Intuit
INTU
$124B
-281
NFLX icon
207
Netflix
NFLX
$400B
-1,550
TGT icon
208
Target
TGT
$52.1B
-2,759