IFO

Independent Family Office Portfolio holdings

AUM $240M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$9.31M
3
+$8.57M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.27M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.34M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.71%
2 Technology 0.86%
3 Materials 0.85%
4 Industrials 0.43%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.07%
+10,000
52
$99K 0.06%
+112,189
53
$13K 0.01%
+25,773
1 2
3