IFO

Independent Family Office Portfolio holdings

AUM $216M
1-Year Est. Return 20.16%
This Quarter Est. Return
1 Year Est. Return
+20.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203K
AUM Growth
-$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$86.3K
2
+$1.5K
3
+$1.17K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$947
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$825

Top Sells

1
+$5.42M
2
+$1.07M
3
+$316K
4
BA icon
Boeing
BA
+$306K
5
SHEL icon
Shell
SHEL
+$278K

Sector Composition

1 Technology 3.72%
2 Financials 2.48%
3 Materials 0.89%
4 Consumer Discretionary 0.87%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11K 0.55%
14,308
-284
27
$1.09K 0.54%
4,254
+314
28
$970 0.48%
68,391
29
$953 0.47%
3,489
+434
30
$947 0.47%
+12,317
31
$932 0.46%
6,116
32
$897 0.44%
10,639
+559
33
$814 0.4%
15,774
34
$802 0.4%
+17,534
35
$785 0.39%
5,745
+285
36
$765 0.38%
9,866
-2,270
37
$704 0.35%
6,440
+200
38
$696 0.34%
3,922
+75
39
$674 0.33%
35,922
-5,800
40
$655 0.32%
13,294
-2,024
41
$570 0.28%
2,035
42
$487 0.24%
896
-1,594
43
$472 0.23%
14,349
-12,500
44
$433 0.21%
3,847
-75
45
$420 0.21%
12,466
46
$380 0.19%
8,909
47
$352 0.17%
5,906
48
$341 0.17%
+11,150
49
$336 0.17%
+19,955
50
$336 0.17%
2,500
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