IFO
Independent Family Office Portfolio holdings
AUM
$216M
1-Year Return
20.16%
This Quarter Return
+6.09%
1 Year Return
+20.16%
3 Year Return
+66.09%
5 Year Return
+111.16%
10 Year Return
–
AUM
$256M
AUM Growth
+$1.65M
(+0.65%)
Cap. Flow
-$17.4M
Cap. Flow
% of AUM
-6.8%
Top 10 Holdings %
Top 10 Hldgs %
84.65%
Holding
70
New
4
Increased
9
Reduced
17
Closed
11
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
+$395K |
| 2 |
Sprott Physical Gold and Silver Trust
CEF
|
+$378K |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$358K |
| 4 |
Teck Resources
TECK
|
+$257K |
| 5 |
Agnico Eagle Mines
AEM
|
+$245K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$4.93M |
| 2 |
Invesco BuyBack Achievers ETF
PKW
|
+$3.72M |
| 3 |
PayPal
PYPL
|
+$1.46M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.21M |
| 5 |
iShares Global Timber & Forestry ETF
WOOD
|
+$1.03M |
Sector Composition
| 1 | Consumer Discretionary | 6.92% |
| 2 | Financials | 1.19% |
| 3 | Technology | 0.88% |
| 4 | Materials | 0.68% |
| 5 | Communication Services | 0.48% |
