IFO
Independent Family Office Portfolio holdings
AUM $216M
1-Year Return
20.16%
This Quarter Return
-15.98%
1 Year Return
+20.16%
3 Year Return
+66.09%
5 Year Return
+111.16%
10 Year Return
–
AUM
$161M
AUM Growth
+$1.44M
(+0.9%)
Cap. Flow
+$28.9M
Cap. Flow
% of AUM
17.98%
Top 10 Holdings %
Top 10 Hldgs %
81.44%
Holding
62
New
9
Increased
19
Reduced
3
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$20M |
| 2 |
SPDR Gold Trust
GLD
|
+$1.54M |
| 3 |
Invesco BuyBack Achievers ETF
PKW
|
+$1.54M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.11M |
| 5 |
iShares Gold Trust
IAU
|
+$993K |
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
+$517K |
| 2 |
American Express
AXP
|
+$241K |
| 3 |
iShares MSCI Singapore ETF
EWS
|
+$235K |
| 4 |
Illinois Tool Works
ITW
|
+$228K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$222K |
Sector Composition
| 1 | Financials | 1.78% |
| 2 | Healthcare | 1.2% |
| 3 | Materials | 0.89% |
| 4 | Technology | 0.79% |
| 5 | Consumer Discretionary | 0.54% |
