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IFO

Independent Family Office Portfolio holdings

AUM $243M
1-Year Est. Return 21.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.09M
3
+$965K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$938K
5
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$601K

Top Sells

1
+$1.23M
2
+$905K
3
+$722K
4
IAU icon
iShares Gold Trust
IAU
+$574K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$501K

Sector Composition

1 Technology 18.55%
2 Financials 3.85%
3 Materials 2.4%
4 Communication Services 1.3%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.6%
21,890
-7,800
27
$1.41M 0.6%
7,450
28
$1.39M 0.59%
5,700
29
$1.39M 0.59%
13,400
30
$1.32M 0.56%
4,100
31
$1.22M 0.52%
39,611
32
$1.21M 0.51%
5,640
33
$1.18M 0.5%
12,754
-543
34
$1.18M 0.5%
14,168
-2,059
35
$1.16M 0.49%
15,774
36
$1.13M 0.48%
14,382
-1,310
37
$1.11M 0.47%
10,080
38
$1.11M 0.47%
8,414
39
$1.1M 0.47%
20,688
40
$1.09M 0.46%
2,257
41
$1.05M 0.44%
1,568
42
$886K 0.37%
9,182
-3,076
43
$749K 0.32%
3,083
44
$721K 0.3%
4,275
45
$694K 0.29%
2,200
46
$670K 0.28%
7,174
47
$642K 0.27%
1,932
48
$624K 0.26%
1,039
49
$613K 0.26%
5,500
50
$604K 0.26%
84,114
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