IFS
Ifrah Financial Services Portfolio holdings
AUM
$366M
This Quarter Return
-0.6%
1 Year Return
+10.24%
3 Year Return
+43.13%
5 Year Return
+72.26%
10 Year Return
+146.28%
AUM
$362M
AUM Growth
+$362M
(-2.4%)
Cap. Flow
+$3.02M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
38.01%
Holding
219
New
7
Increased
66
Reduced
127
Closed
16
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.83M |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$3.64M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.05M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$843K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$538K |
Top Sells
Sector Composition
| 1 | Technology | 12.56% |
| 2 | Industrials | 4.33% |
| 3 | Healthcare | 3.17% |
| 4 | Consumer Staples | 1.19% |
| 5 | Consumer Discretionary | 1.13% |
