IFS
Ifrah Financial Services Portfolio holdings
AUM
$366M
This Quarter Return
-0.22%
1 Year Return
+10.24%
3 Year Return
+43.13%
5 Year Return
+72.26%
10 Year Return
+146.28%
AUM
$274M
AUM Growth
+$274M
(-0.57%)
Cap. Flow
+$567K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
35.56%
Holding
206
New
10
Increased
67
Reduced
106
Closed
18
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$3.24M |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.65M |
| 3 |
PotlatchDeltic
PCH
|
$882K |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$502K |
| 5 |
Encompass Health
EHC
|
$432K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$3.44M |
| 2 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$1.49M |
| 3 |
United Therapeutics
UTHR
|
$501K |
| 4 |
iShares US Home Construction ETF
ITB
|
$491K |
| 5 |
Allstate
ALL
|
$371K |
Sector Composition
| 1 | Technology | 6.86% |
| 2 | Healthcare | 4.18% |
| 3 | Industrials | 4.17% |
| 4 | Financials | 2.62% |
| 5 | Consumer Discretionary | 2.45% |
