IFO
Independent Family Office Portfolio holdings
AUM $216M
1-Year Return
20.16%
This Quarter Return
+11.6%
1 Year Return
+20.16%
3 Year Return
+66.09%
5 Year Return
+111.16%
10 Year Return
–
AUM
$177M
AUM Growth
+$16.7M
(+10%)
Cap. Flow
-$852K
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
66.1%
Holding
75
New
8
Increased
7
Reduced
13
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$728K |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
+$466K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$445K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$387K |
| 5 |
Boeing
BA
|
+$261K |
Top Sells
| 1 |
iShares US Real Estate ETF
IYR
|
+$773K |
| 2 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
+$746K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$695K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
+$579K |
| 5 |
SPDR Gold Trust
GLD
|
+$453K |
Sector Composition
| 1 | Technology | 21.67% |
| 2 | Financials | 3.72% |
| 3 | Materials | 3.18% |
| 4 | Healthcare | 1.51% |
| 5 | Communication Services | 1.14% |
