IFO
Independent Family Office Portfolio holdings
AUM
$216M
1-Year Return
20.16%
This Quarter Return
-11.19%
1 Year Return
+20.16%
3 Year Return
+66.09%
5 Year Return
+111.16%
10 Year Return
–
AUM
$203K
AUM Growth
-$306M
(-100%)
Cap. Flow
-$8.04M
Cap. Flow
% of AUM
-3,965.7%
Top 10 Holdings %
Top 10 Hldgs %
76.29%
Holding
74
New
7
Increased
18
Reduced
21
Closed
8
Top Buys
| 1 |
SPDR SSGA Multi-Asset Real Return ETF
RLY
|
+$86.3K |
| 2 |
SPDR Gold Trust
GLD
|
+$1.5K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.17K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$947 |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$825 |
Top Sells
| 1 |
ScottsMiracle-Gro
SMG
|
+$5.42M |
| 2 |
Molina Healthcare
MOH
|
+$1.08M |
| 3 |
TRTN
Triton International Limited
TRTN
|
+$316K |
| 4 |
Boeing
BA
|
+$306K |
| 5 |
Shell
SHEL
|
+$278K |
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Financials | 2.48% |
| 3 | Materials | 0.89% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Healthcare | 0.7% |
