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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
51
$598K 0.25%
2,500
52
$555K 0.24%
15,140
53
$530K 0.22%
1,884
54
$529K 0.22%
12,652
-3,433
55
$514K 0.22%
555
56
$481K 0.2%
9,420
57
$472K 0.2%
5,593
58
$409K 0.17%
10,315
59
$382K 0.16%
500
60
$350K 0.15%
1,350
61
$340K 0.14%
463
62
$331K 0.14%
1,271
63
$313K 0.13%
6,200
64
$311K 0.13%
1,058
65
$304K 0.13%
2,340
66
$275K 0.12%
+2,000
67
$269K 0.11%
2,682
-350
68
$269K 0.11%
1,449
69
$268K 0.11%
1,157
70
$260K 0.11%
921
71
$260K 0.11%
2,520
72
$241K 0.1%
5,500
73
$238K 0.1%
6,987
74
$230K 0.1%
1,635
75
$210K 0.09%
428
1 2
3
4