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
$265M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.48M
3
+$1.05M
4
MSFT icon
Microsoft
MSFT
+$471K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$400K

Top Sells

1
+$5.47M
2
+$1.02M
3
+$157K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$109K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$47.2K

Sector Composition

1 Consumer Discretionary 2.82%
2 Financials 1.79%
3 Technology 1.28%
4 Materials 0.67%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.09%
3,993
-2,660
52
$232K 0.09%
6,987
53
$226K 0.09%
1,963
54
$215K 0.08%
+4,045
55
$206K 0.08%
2,000
56
$204K 0.08%
+2,588
57
$202K 0.08%
+8,134
58
$201K 0.08%
+1,000
59
$168K 0.06%
112,189
1 2
3